John Williams
John Williams is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a partner in Woodland Trail, LLC, a rental real estate business, since 2023. His wife manages the property and duties involved, requiring minimal time from John.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations12 states
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