Jacob Williams
Investment adviser representative at Williams & Novak Wealth Management, LLC
26 yearsExperience
3 statesRegistered in
$342.8MFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Alexander Capital, L.P.May 2026 to now
- Williams & Novak Wealth Management, LLCAug 2023 to now
- Dynamic Wealth Advisors dba Williams & Novak Wealth ManagementMay 2023 to Nov 2023
- Western International Securities, Inc.Mar 2019 to May 2023
- Charles Schwab BankFeb 2005 to Mar 2019
- Charles Schwab & Co., Inc.Oct 2000 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (AK, CA, TX).
Williams & Novak Wealth Management, LLC
$342.8MAssets managed
285Clients
5Advisers
3 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
- 4330553
- Firm CRD
- 324173