Jim Martyn Williams
Investment adviser representative at Eversource Wealth Advisors, LLC
23 yearsExperience
1 stateRegistered in
CFADesignation
$5.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Eversource Wealth Advisors, LLCSep 2024 to now
- Fortress Wealth PlanningJun 2021 to Sep 2024
- Hightower Advisors, LLCJan 2017 to Jun 2021
- Wells FargoSep 2003 to Jan 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (FL).
Eversource Wealth Advisors, LLC
$5.1BAssets managed
4,338Clients
74Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2269715
- Firm CRD
- 286340