Jacob Donald Williams

Carlson Financial

12 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Carlson Financial

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

1,020 clients

Average Client Portfolio

$499K average

Assets Under Management

$508.6M

Fee Structure

Minimum Investment:$250K

Location

1155 Kelly Johnson Blvd, Suite 204, Colorado Springs, CO, 80920

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.

Employment History

Current Registrations

Carlson Financial

March 2022 - Present · 3 yrs 11 mos

Previous Registrations

Charles Schwab & CO., INC.

January 2017 - December 2020 · 3 yrs 11 mos

Charles Schwab & CO., INC.Broker

January 2017 - December 2020 · 3 yrs 11 mos

T. Rowe Price Advisory Services, INC.

November 2011 - September 2015 · 3 yrs 10 mos

T. Rowe Price Investment Services, INC.Broker

September 2010 - September 2015 · 5 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.