Unclaimed
Jamin Williams is an active registered representative with J.p. Morgan Securities LLC based in Newark, DE. Jamin has been in the industry since 2007 and has a strong track record of experience with a variety of firms including Pruco Securities, LLC., Citizens Securities, Inc., PNC Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Jamin is a Series 7, Series 6, Series 63 and Series 65 licensed professional and has experience working with a variety of client types including high net worth individuals, corporations, and individuals other than high net worth.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
DE
12/18/2019 - Present
J.p. Morgan Securities LLC (Newark DE)
DE
12/14/2017 - 01/31/2019
PRUCO SECURITIES, LLC. (NEWARK DE)
DE
11/08/2016 - 10/03/2017
CITIZENS SECURITIES, INC. (WILMINGTON DE)
DE
05/14/2014 - 11/02/2016
PNC INVESTMENTS (NEWARK DE)
DE
09/17/2012 - 01/08/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (REHOBOTH BEACH DE)
FL
09/12/2007 - 08/02/2011
WELLS FARGO ADVISORS, LLC (NAPLES FL)
IA
Issued 01/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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