JW
JW

Jonathan Douglas Williams

15 Years of Experience
Areas of Practice
Estate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
1,139 clients
Average Client Portfolio
$20.8M average
Assets Under Management
$23.6B

Fee Structure

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Location

330 East Park Drive, Harrisburg, PA, 17111

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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.

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Other Business Activities

Jonathan owns residential rental property and acts as a landlord, dedicating minimal time to this activity. He also works as an advisor for Summit Trail Advisors, LLC, providing investment advice and dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Summit Trail Advisors, LLC
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
M&t Securities, INC.
July 2010 - September 2019 · 9 yrs 2 mos
M&t Securities, INC.Broker
December 2009 - September 2019 · 9 yrs 9 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.