Jonathan Williams
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesJul 2026 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsAug 2024 to Jul 2026
- UnemployedFeb 2024 to Jul 2024
- Nyle MaxwellDec 2023 to Jan 2024
- UnemployedOct 2023 to Dec 2023
- Capstone LogisticsApr 2023 to May 2023
- Auto Team DelawareJan 2021 to Oct 2023
- UnemployedJun 2020 to Jan 2021
- NordstromMay 2017 to Jun 2020
- KicksusaMay 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (DE, PA).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7978520
- Firm CRD
- 250