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Holly Christina Pickens

Investment adviser representative at J.F. Williams Co., Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$286.5MFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Rock Cheer CompanyMay 2025 to now
  2. J.F. Williams Co., Inc.Sep 2023 to now
  3. Firehouse SubsJul 2023 to Oct 2023
  4. Cheer Athletics DenverMay 2023 to Apr 2025
  5. Essential Investment PartnersJul 2022 to Aug 2023
  6. Cheer Central SunsMay 2022 to Apr 2023
  7. Northwestern MutualMay 2021 to Nov 2022
  8. Steele AthleticsMay 2019 to May 2022
  9. Rock Canyon High SchoolMay 2019 to Mar 2020
  10. Firehouse SubsMay 2016 to Apr 2021

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

J.F. Williams Co., Inc.

$286.5MAssets managed
144Clients
4Advisers
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
7362034
Firm CRD
113569
Advisor's SEC record (opens in a new tab)
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