Jacob William Advisory

Jacob William Advisory (CRD# 151468) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $78,562,000 in 409 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $192,083
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, VA

Financial Advisors at Jacob William Advisory
Showing 1 - 2 of 2 top financial advisors.
1
William D. Morrison
CRD#: 2254226
9515 Deereco Road, Suite 201, Lutherville-Timonium, MD 21093
96
Wealthminder
score

William Morrison (CRD# 2254226) is an Investment Advisor Representative working at Jacob William Advisory in Lutherville-Timonium, MD and has over 24 years of experience in the finance industry. William Morrison 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.

2
Mark J. Ring
CRD#: 1620796
9515 Deereco Road, Suite 201, Lutherville-Timonium, MD 21093
83
Wealthminder
score

Mark Ring (CRD# 1620796) is an Investment Advisor Representative working at Jacob William Advisory in Lutherville-Timonium, MD and has over 11 years of experience in the finance industry.

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