Jimmie Dale Williams
Investment adviser representative at Disciplina Capital Management, LLC
5 yearsExperience
2 statesRegistered in
$3.1BFirm assets
7 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
Experience
5 years in the industry.
- Disciplina Capital Management, LLCNov 2020 to now
- Aon Securities LLCMar 2020 to Oct 2020
- AonApr 2019 to Oct 2020
- Royal Alliance Associates, Inc.Nov 2018 to Nov 2018
- Sii / John HancockJun 2018 to Nov 2018
- Bcbs of LouisianaMay 2017 to Apr 2019
- Teachers' Retirement System of LouisianaSep 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Disciplina Capital Management, LLC
$3.1BAssets managed
21Clients
3Advisers
7 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
- 5083843
- Firm CRD
- 167295