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Jonathan Williams

Edward Jones
2 Years of Experience
Oxford, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jonathan Williams is a registered investment advisor at Edward Jones, based in Oxford, PA, with 2 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2250 Baltimore Pike, Oxford, PA, 19363-4007

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2026
Pending
Financial
February 2025
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jonathan works as a financial consultant for Florida Financial Advisors (DBA Tristate Financial Advisors) and as a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. He also engages in fixed insurance sales for Florida Financial Insurance (DBA Tristate Financial Advisors), spending a few hours per week on this activity.

Employment History
Current Registrations
Edward Jones
August 2026 - Present · 2 mos
Edward JonesBroker
July 2026 - Present · 3 mos
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
March 2025 - July 2026 · 1 yr 4 mos
Florida Financial Advisors, LLC
September 2024 - July 2026 · 1 yr 10 mos
State Registrations4 states
DEFLNJPA
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.
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