Jacob Donald Williams
Investment adviser representative at Carlson Financial
10 yearsExperience
1 stateRegistered in
$632.2MFirm assets
8 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Carlson FinancialNov 2021 to now
- N/aDec 2020 to Oct 2021
- Charles Schwab & Co., Inc.Jan 2017 to Dec 2020
- Compassion InternationalSep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CO).
Carlson Financial
Legal name: Carlson & Company Financial Services, LLC
$632.2MAssets managed
1,097Clients
14Advisers
8 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
- 5613035
- Firm CRD
- 295907