John Williamson
John Williamson is a registered investment advisor at Penny Lane Wealth Management, LLC, based in Steilacoom, WA, with 32 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 40 clients with $19M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Steilacoom, WA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a passive owner of Portfolio Strategies, Inc. and spends about 20% of his time with Williamson Investments for business consulting. He also works in sales for Alexander Capital LP Insurance Agency, dedicating a significant amount of time, and serves on the board of One Accord Human Services Group, a non-profit, dedicating minimal time. Additionally, he is an Investment Advisor Representative (IAR) at Penny Lane Wealth Management, dedicating a few hours per week, and a director at Stewardship Facility Solution, dedicating minimal time.
Employment History
Current Registrations
Penny Lane Wealth Management, LLC
Alexander Capital Wealth Management LLC
Alexander Capital, L.P.
Alexander Capital, L.P.Broker
Previous Registrations
Tahoma Investment Advisors, LLC
Focus Investments Nw, INC.
Portfolio Strategies INC
Edi Financial, INC.Broker
Creative Capital Management CorporationBroker
Linsco/private Ledger CORP.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations24 states
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