Jermaine Levon Williams
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCMay 2024 to now
- Vystar Investment ServicesMay 2024 to now
- Cuna Brokerage Services, IncApr 2023 to May 2024
- Cuna Mutual GroupApr 2023 to May 2024
- UnemployedJan 2023 to Apr 2023
- Assetmark Brokerage, LLCJan 2019 to Jan 2023
- Assetmark Financial Holdings, Inc.Jan 2019 to Jan 2023
- Liberty MutualJun 2018 to Jan 2019
- GeicoNov 2017 to Jun 2018
- UemployedSep 2017 to Nov 2017
- The Vanguard Group, Inc.Feb 2017 to Sep 2017
- Dish NetworkFeb 2017 to Feb 2017
- Barro's PizzaNov 2016 to Jan 2017
- Rem-x StaffingNov 2016 to Jan 2017
- Robert HalfAug 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6331728
- Firm CRD
- 6413