JW
JW

Jimmy Williams

26 Years of Experience
Mcalester, OK
Broker

Jimmy Williams is a registered investment advisor, based in Mcalester, OK, with 26 years of industry experience.

Location

215 E. Choctaw Avenue, Suite 101, Mcalester, OK, 74501

Get directions

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.

Learn about disclosures →
Other Business Activities

Jimmy is involved in a variety of business and volunteer activities, including being CEO of Jimmy J Williams & Co P.C. (CPA/Enrolled Agent), managing member of A & G Properties LLC and LifeMasterKey LLC, founder of Compass Capital Management LLC (RIA Affiliation), and board member for several organizations. He dedicates nearly full-time hours to Compass Capital Management LLC.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2009 - Present · 16 yrs 11 mos
Compass Capital Management, LLC
May 2009 - Present · 17 yrs
Previous Registrations
Sagepoint Financial, INC.Broker
October 2005 - June 2009 · 3 yrs 8 mos
Asset & Investment Advisors
December 2000 - June 2009 · 8 yrs 6 mos
Sunamerica Securities, INC.Broker
January 2000 - October 2005 · 5 yrs 9 mos
State Registrations14 states
ARCACOIAINKSMAMOOHOKSDTXUTWA
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.
Jimmy Williams - Financial Advisor | TrueAdvisor