William Jonathan Williams
Investment adviser representative at Lytle Investments
10 yearsExperience
1 stateRegistered in
$74.3MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Osaic Wealth, Inc.Oct 2022 to now
- Lytle InvestmentsSep 2022 to now
- Fisher InvestmentsJun 2021 to now
- UnemployedJan 2021 to May 2021
- Brookstone Capital ManagementFeb 2020 to Dec 2020
- Winthrop Partners -wny, LLCFeb 2019 to Jan 2020
- Pruco Securities LLCMay 2017 to Jan 2019
- Prudential Insurance Company of AmericaMay 2017 to Dec 2018
- Private Advisor Group, LLCDec 2016 to Apr 2017
- LPL Financial, LLCMar 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lytle Investments
Legal name: Lytle Investment Services Corp.
$74.3MAssets managed
204Clients
4Advisers
8 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
- 2301267
- Firm CRD
- 297591