Jennifer Williams is a CFP-designated registered investment advisor at Captrust, based in Tampa, FL, with 22 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 41,750 clients with $1200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable and may be higher, lower, or waived based on account size, investment approach, complexity, and relationship duration. Assets above $10M are negotiable.
Fee Estimator
Location
400 N. Tampa Street, Suite 1800, Tampa, FL, 33602
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2010Customer Dispute
December 2009Other Business Activities
Jennifer is a joint tenant and landlord for a home rental property, and her husband manages family real estate holding companies. Jennifer has no personal responsibilities and dedicates minimal time to these activities.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
Captrust
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
PFS Investments INC.Broker
State Registrations7 states
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
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