Juan Jose Guevara
Investment adviser representative at J.F. Williams Co., Inc.
10 yearsExperience
2 statesRegistered in
$286.5MFirm assets
11 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
Experience
10 years in the industry.
- J.F. Williams Co., Inc.Jan 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
J.F. Williams Co., Inc.
$286.5MAssets managed
144Clients
4Advisers
11 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
- 5772978
- Firm CRD
- 113569