Jamie C Williams
Investment adviser representative at Ellenbecker Investment Group
11 yearsExperience
1 stateRegistered in
$2.1BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Ellenbecker Investment GroupAug 2019 to now
- Wells Fargo Clearing Services, LLCJan 2017 to now
- Bank of America, N.A.Dec 2015 to Jan 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (WI).
Ellenbecker Investment Group
Legal name: Ellenbecker Investment Group, Inc.
$2.1BAssets managed
2,283Clients
20Advisers
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
- 5860908
- Firm CRD
- 173851