John Edward Williams
Investment adviser representative at Clarity Retirement & Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$139.5MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Clarity Retirement & Wealth, LLCJul 2025 to now
- Purshe Kaplan Sterling InvestmentsJan 2025 to now
- Williams Estate and Financial Group, Inc.Jun 2014 to now
- Plum Pointe Wealth Management, LLCOct 2024 to Oct 2025
- MML Investors Services, LLCMar 2017 to Oct 2024
- Msi Financial Services, IncAug 2016 to Mar 2017
- Mass Mutual Life Insurance CompanyJul 2016 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
Clarity Retirement & Wealth, LLC
$139.5MAssets managed
329Clients
2Advisers
1 yearIn 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
- 5864621
- Firm CRD
- 337718