Marie Patricia Williams
Investment adviser representative at Jnba Financial Advisors, LLC
20 yearsExperience
1 stateRegistered in
$2BFirm assets
42 yearsFirm in business
Are you Marie Patricia 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
- Pension consulting
Experience
20 years in the industry.
- Jnba Financial Advisors, LLCDec 2006 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
Jnba Financial Advisors, LLC
$2BAssets managed
1,115Clients
30Advisers
42 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
- 4670224
- Firm CRD
- 106550