Jared Duane Williams
Investment adviser representative at Trek Financial
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.8BFirm 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
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Trek Financial, LLCNov 2022 to now
- Heritage Wealth Management, LLCJul 2016 to Nov 2022
- Levin Funding GroupAug 2015 to Jan 2019
- Paradigm Stratagem d/b/a Jw Risk ManagementJul 2015 to Dec 2018
- Bauer Captain & Johnson, Inc.Sep 2005 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Trek Financial
Legal name: Trek Financial, LLC
$2.8BAssets managed
4,688Clients
63Advisers
25 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
- 4683167
- Firm CRD
- 109376