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Jim Martyn Williams

Eversource Wealth Advisors, LLC

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About Jim Martyn Williams

Jim Martyn Williams is a financial advisor at Eversource Wealth Advisors, LLC. Jim has been working as an investment advisor since 1992. Jim is a Chartered Financial Analyst, and has Series 7, Series 63 and Series 65 licenses. Jim has experience in portfolio management for individuals and businesses. He is also a registered Investment Advisor representative in Florida. Jim has previously worked at NationsBanc Investments, Inc., NationsSecurities, and NationsBanc Securities, Inc. Jim Williams is committed to providing clients with personalized financial planning and investment advice to meet their needs.

Firm Information

Jim Williams is currently registered with Eversource Wealth Advisors, LLC. Eversource Wealth Advisors, LLC is a registered investment advisor headquartered in Birmingham, Alabama. With a team of 23 licensed agents and 40 investment advisor representatives, the firm manages over $2.69 billion in assets for various client types, including high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, and charitable organizations. They provide a range of advisory services, including financial planning, portfolio management, educational seminars, and publication of periodicals. The firm also participates in wrap fee programs and offers TAMP services.
Eversource Wealth Advisors, LLC

3500 COLONNADE PARKWAY

BIRMINGHAM, AL 35243

$2.69B

Assets Under Management

46

Total Clients

47

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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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 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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Jim Williams’s Registration & Firm History

FL

10/07/2024 - Present

Eversource Wealth Advisors, LLC (Jacksonville FL)

MA

05/14/1996 - 07/09/1999

NATIONSBANC INVESTMENTS, INC. (BOSTON MA)

NA

06/07/1993 - 06/22/1994

NATIONSSECURITIES

MA

08/10/1992 - 06/07/1993

NATIONSBANC SECURITIES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 03/07/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jim Martyn Williams.
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