JW
JW

Jared Williams

15 Years of Experience
Washington, DC
Broker

Jared Williams is a registered investment advisor at Raymond James & Associates, INC., based in Washington, DC, with 15 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

801 17th Street NW, Suite 310, Washington, DC, 20006

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
November 2023 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.
November 2023 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - November 2023 · 5 yrs 4 mos
Strategic Advisers LLC
February 2014 - July 2018 · 4 yrs 5 mos
Strategic Advisers, INC.
March 2012 - February 2014 · 1 yr 11 mos
Fidelity Brokerage Services LLCBroker
March 2011 - November 2023 · 12 yrs 8 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.