JW
JW

Jermaine Williams

7 Years of Experience
Gainesville, FL
1 DisclosureBrokerSells Insurance

Jermaine Williams is a registered investment advisor at LPL Financial LLC, based in Gainesville, FL, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

3616 SW 34th St, Gainesville, FL, 32068

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History

Regulatory History (1)
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Criminal
August 2008
Final Disposition
Other Business ActivitiesSells Insurance

Jermaine operates his LPL business through Vystar Investment Services. He also sells non-variable insurance through Bridlewood Medicare Insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
LPL Financial LLC
June 2024 - Present · 2 yrs 1 mo
LPL Financial LLCBroker
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
CUNA Brokerage Services, INC.Broker
July 2023 - May 2024 · 10 mos
Assetmark, INC.
April 2022 - January 2023 · 9 mos
Assetmark Brokerage, LLCBroker
February 2019 - January 2023 · 3 yrs 11 mos
Vanguard Marketing CorporationBroker
March 2017 - September 2017 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2015 - December 2015 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - September 2014 · 1 mo
State Registrations1 state
FL
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.