J Williams is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jonesboro, AR, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

2000 Browns Lane Access Rd, Jonesboro, AR, 72401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

J is a board member of Tower Park Estates Property Owners Association since February 2025, dedicating minimal time annually. The board approves expenditures and proposed floor plans for the subdivision.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - Present · 18 yrs
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2008 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2008 · 1 yr 2 mos
Morgan Stanley
August 2002 - April 2007 · 4 yrs 8 mos
Morgan Stanley Dw INC.Broker
August 2002 - April 2007 · 4 yrs 8 mos
Salomon Smith Barney INC.
June 1994 - August 2002 · 8 yrs 2 mos
Salomon Smith Barney INC.Broker
May 1994 - August 2002 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1987 - May 1994 · 7 yrs
United Financial Investments, INC.Broker
April 1986 - March 1987 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1985 - May 1994 · 9 yrs 1 mo
State Registrations1 state
AR
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.