JW
CFP
JW
CFP

Justin Williams

12 Years of Experience
Frisco, TX
Broker

Justin Williams is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Frisco, TX, with 12 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

6303 Cowboys Way, Suite 425, Frisco, TX, 75034

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Justin is a professor/teacher at The American College since August 2024. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2020 - April 2024 · 3 yrs 9 mos
Fidelity Brokerage Services LLCBroker
July 2020 - April 2024 · 3 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
September 2017 - June 2020 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLC
September 2017 - June 2020 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - August 2017 · 2 mos
Scottrade Investment Management
February 2017 - May 2017 · 3 mos
Scottrade, INC.Broker
June 2016 - May 2017 · 11 mos
Fidelity Brokerage Services LLCBroker
May 2013 - October 2015 · 2 yrs 5 mos
State Registrations7 states
ARCALANMOHOKTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.