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Jared Duane Williams

Trek Financial

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About Jared Duane Williams

Jared Williams is a financial advisor with Trek Financial, a Registered Investment Advisor. Jared has been in the financial industry for nearly two decades. He started his career at MONY Securities Corporation, followed by AXA Advisors, LLC. He holds a Series 7 General Securities Representative Examination and a Series 66 Uniform Combined State Law Examination license. Jared is a Certified Financial Planner and is licensed as an insurance agent. He provides financial planning, consulting, and portfolio management services to individuals, businesses, corporations, trusts, and charitable organizations. He is based in Scottsdale, Arizona.

Firm Information

Jared Williams is currently registered with Trek Financial. Trek Financial, headquartered in Scottsdale, Arizona, is an independent financial advisory firm serving a diverse clientele, including individuals, families, businesses, non-profits, and retirement plans. With over 51 licensed agents and 3 investment advisor representatives, Trek Financial provides a comprehensive range of financial services, including financial planning, pension consulting, portfolio management, educational seminars, and selection of other advisors. The firm manages over $2.2 billion in assets for its clients, and has a strong focus on providing personalized financial guidance and wealth management solutions.
Trek Financial

8355 EAST HARTFORD DRIVE

SCOTTSDALE, AZ 85255

$2.26B

Assets Under Management

Not reported

Total Clients

62

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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Jared Williams’s Registration & Firm History

AZ

12/07/2022 - Present

Trek Financial (SCOTTSDALE AZ)

AZ

10/08/2004 - 04/10/2014

AXA ADVISORS, LLC (SCOTTSDALE AZ)

NY

07/24/2003 - 11/01/2004

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/30/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Duane Williams.
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