Jacob Williams is a registered investment advisor, based in Reading, MA, with 8 years of industry experience.
Location
Reading, MA
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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.
Learn about disclosures →Employment History
Current Registrations
Columbia Management Investment Distributors, INC.
July 2018 - Present · 8 yrs 2 mos
Columbia Management Investment Advisers, LLC
July 2018 - Present · 8 yrs 2 mos
Columbia Management Investment Distributors, INC.Broker
July 2018 - Present · 8 yrs 2 mos
Previous Registrations
Strategic Advisers LLC
March 2018 - July 2018 · 4 mos
Fidelity Brokerage Services LLCBroker
May 2017 - July 2018 · 1 yr 2 mos
State Registrations1 state
MA
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.