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Donnie Lee Williams

Jackson National Life Distributors LLC

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About Donnie Lee Williams

Donnie Williams is a registered representative with Jackson National Life Distributors LLC. Donnie has been in the financial services industry for over 15 years and has a strong track record of providing investment advice to clients. Donnie holds the Series 7, Series 31, Series 65, and Series 66 licenses, as well as the SIE exam. Donnie specializes in helping clients plan for their financial future, including retirement planning, college savings, and estate planning.

Firm Information

Donnie Williams is currently registered with Jackson National Life Distributors LLC. Jackson National Life Distributors LLC is a Limited Liability Company formed in May 2006 and approved to operate in all 50 states and the District of Columbia. The firm has one SEC registration and 51 state registrations. The firm has disclosed two arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

564

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Donnie Williams’s Registration & Firm History

TN

05/05/2023 - Present

Jackson National Life Distributors LLC (FRANKLIN TN)

NC

11/15/2022 - 05/03/2023

EQUITABLE DISTRIBUTORS, LLC (CHARLOTTE NC)

CO

02/10/2011 - 11/16/2022

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

TX

03/03/2008 - 08/27/2010

RBC CAPITAL MARKETS CORPORATION (FORT WORTH TX)

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Licenses & Designations

IA

Issued 02/15/2013

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 02/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donnie Lee Williams.
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