Gregory WilliamsCRD Number: 3166118
Current Firm: Edward Jones
Gregory Williams (CRD# 3166118) is an Investment Advisor Representative working at Edward Jones in Traverse City, MI and has over 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Lejeune Puetz Investment Counsel
|Edward D. Jones & Company, LP||Traverse City, MI||Nov 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)