John David Williams
Investment adviser representative at Ironwood Wealth Management, Inc.
25 yearsExperience
2 statesRegistered in
$233.1MFirm assets
22 yearsFirm in business
Are you John David Williams? Claim your profile
Contact this firm
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
Experience
25 years in the industry.
- Ironwood Wealth Management, Inc.Dec 2001 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (TX, WV).
Ironwood Wealth Management, Inc.
$233.1MAssets managed
276Clients
3Advisers
22 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
- 2679439
- Firm CRD
- 128699