J.f. Williams Company, Inc.

J.f. Williams Company, Inc. (CRD# 113569) is a financial advisory firm headquartered in Denver, CO. They manage $107,037,449 in 330 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    330
    ACCOUNTS
  • Average Account Value
    $324,356
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
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.

CO, TX

Financial Advisors at J.f. Williams Company, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Matthew A. Elliott
CRD#: 5067009
950 S. Cherry St., #414, Denver, CO 80246
96
Wealthminder
score

Matthew Elliott (CRD# 5067009) is an Investment Advisor Representative working at J.f. Williams Company, Inc. in Denver, CO and has over 10 years of experience in the finance industry. Matthew Elliott 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
Juan J. Guevara
CRD#: 5772978
1120 Lincoln Street, Suite 1603, Denver, CO 80203
93
Wealthminder
score

Juan Guevara (CRD# 5772978) is an Investment Advisor Representative working at J.f. Williams Company, Inc. in Denver, CO and has over 6 years of experience in the finance industry.

3
James F. Williams
CRD#: 4425981
950 S. Cherry St., #414, Denver, CO 80246
90
Wealthminder
score

James Williams (CRD# 4425981) is an Investment Advisor Representative working at J.f. Williams Company, Inc. in Denver, CO and has 1 year of experience in the finance industry. James 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.

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