John Constantine Williams
Investment adviser representative at Wealthcrossing
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.5BFirm 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 assetsFixed 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.
- WealthcrossingSep 2022 to now
- Sbk FinancialAug 2018 to now
- Mitchell Wiggins & Co.Sep 2017 to Aug 2018
- Heritage Wealth AdvisorsJul 2014 to Sep 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Wealthcrossing
Legal name: Sbk Financial, Inc.
$1.5BAssets managed
267Clients
7Advisers
21 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
- 7245735
- Firm CRD
- 132513