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Jacob Williams

Nations Financial Group, Inc.

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About Jacob Williams

Jacob Williams is a financial professional with experience in the industry. Jacob is registered with Nations Financial Group, Inc. and holds Series 63, Series 6TO, and SIE licenses. Jacob is currently registered in Iowa. Jacob has previous experience with NYLIFE SECURITIES LLC. Jacob has a background in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.

Firm Information

Jacob Williams is currently registered with Nations Financial Group, Inc.. Nations Financial Group, Inc. is a corporation formed in 1997 that provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. The firm manages approximately $3.4 billion in assets for a variety of clients, including high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. The firm has offices in Cedar Rapids, IA and is registered with the SEC and in 51 states.
Nations Financial Group, Inc.

3925 FOUNTAINS BLVD NE

CEDAR RAPIDS, IA 52411

$3.40B

Assets Under Management

Not reported

Total Clients

91

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Williams’s Registration & Firm History

IA

06/24/2024 - Present

Nations Financial Group, Inc. (CEDAR RAPIDS IA)

IA

03/01/2024 - 06/27/2024

NYLIFE SECURITIES LLC (BETTENDORF IA)

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Licenses & Designations

BC

Issued 03/14/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Williams.
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