Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacarri? Claim Your ProfileJacarri Williams is a financial advisor at Raymond James Financial Services Advisors, Inc. Jacarri has over 15 years of experience in the financial services industry. Jacarri has a Series 66, Series 63, Series 10, Series 9, Series 7, and SIE licenses. Jacarri specializes in financial planning, portfolio management, and pension consulting. Jacarri works with individual investors, businesses, and retirement plans. Jacarri also has experience with banking and credit unions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
09/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (Sacramento CA)
TX
03/27/2018 - 09/30/2019
BOK FINANCIAL SECURITIES, INC. (DALLAS TX)
CA
08/13/2014 - 07/12/2017
J.P. MORGAN SECURITIES LLC (LATHROP CA)
TX
11/21/2011 - 07/18/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
12/19/2008 - 11/07/2011
NATIONWIDE INVESTMENT SERVICES CORPORATION (HOUSTON TX)
TX
03/08/2007 - 11/18/2008
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
07/25/2006 - 01/09/2007
EDWARD JONES (SAN ANTONIO TX)
BOTH
Issued 08/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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