JW
JW

Jeffrey Williams

9 Years of Experience
Princeton, NJ
Broker

Jeffrey Williams is a registered investment advisor, based in Princeton, NJ, with 9 years of industry experience.

Location

1 University Square Drive, Princeton, NJ, 08540

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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.

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Employment History
Current Registrations
Blackrock Investment Management, LLC
May 2022 - Present · 4 yrs
Blackrock Investments, LLCBroker
May 2022 - Present · 4 yrs
Previous Registrations
Columbia Management Investment Advisers, LLC
October 2018 - April 2022 · 3 yrs 6 mos
Columbia Management Investment Distributors, INC.Broker
September 2018 - April 2022 · 3 yrs 7 mos
Wells Fargo Funds Distributor, LLCBroker
July 2016 - September 2018 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeffrey Williams - Financial Advisor | TrueAdvisor