Jacarri Williams (CRD# 5158063) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sacramento, CA and has over 17 years of experience in the finance industry. Jacarri Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Cerifi LLC | Elk Grove, CA | May 2023 - Current | < 1 |
Raymond James Financial Services, Inc. | South San Francisco, CA | Sep 2019 - Current | 4 |
Raymond James Financial Services Advisors, Inc. | South San Francisco, CA | Sep 2019 - Current | 4 |
Tri Counties Bank | South San Francisco, CA | Sep 2019 - Current | 4 |
Tri Counties Bank | Sacramento, CA | Sep 2019 - Current | 4 |
Tri Counties Advisors | Sacramento, CA | Sep 2019 - Current | 4 |
Bok Financial Securities, Inc. | Dallas, TX | Mar 2018 - Sep 2019 | 1 |
Bokf, Na | Dallas, TX | Mar 2018 - Sep 2019 | 1 |
Unemployed | Carrollton, TX | Jun 2017 - Mar 2018 | < 1 |
J.p. Morgan Securities LLC | San Francisco, CA | Jul 2014 - Jun 2017 | 2 |
University Of Dallas | Irving, TX | Jul 2013 - Jul 2014 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas, TX | Nov 2011 - Jul 2014 | 2 |
Bank Of America, N.a. | Dallas, TX | Nov 2011 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2006 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- CA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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