Jacarri Williams is a CFP-designated registered investment advisor, based in Sacramento, CA, with 18 years of industry experience.
Location
2051 Arena Blvd, Suite 140, Sacramento, CA, 95834
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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.
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Jacarri works as a professor/teacher for CeriFi LLC since May 2023, dedicating a few hours per week to this investment-related activity. He does not perform these duties during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Bok Financial Securities, INC.Broker
Bok Financial Advisors
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Swbc Investment Company
Swbc Investment Services, LLCBroker
Edward JonesBroker
State Registrations9 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.