John Williams
John Williams is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Indianapolis, IN, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3515 E 96th St, Indianapolis, IN, 46240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John works as a financial advisor for Executive Financial Planning Group, dedicating about half of his time. He is also a partner in K & J Realty Holdings LLC-S, managing the LLC with minimal time commitment, and is an owner of Williams Wealth Management, LLC, also with minimal time commitment.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations31 states
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