John Williams
Investment adviser representative at Citizens Private Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16.6BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Citizens Private WealthMay 2026 to now
- Citizens BankMay 2026 to now
- Citizens Securities, Inc.May 2026 to now
- The Leaders Group IncMay 2025 to Feb 2026
- Blue Ocean Companies, LLCAug 2024 to May 2026
- Lion Street AdvisorsAug 2024 to Apr 2025
- Lion Street FinancialAug 2024 to Apr 2025
- J.P. Morgan Securities LLCSep 2023 to Jul 2024
- First Republic Investment Management, IncJun 2018 to Aug 2023
- First Republic Securities Company LLCSep 2014 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Citizens Private Wealth
Legal name: Citizens Private Wealth, LLC
$16.6BAssets managed
2,567Clients
93Advisers
34 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
- 6398682
- Firm CRD
- 106743