linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Philip Williams

Oneseven

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Philip Williams

John Philip Williams is a financial advisor registered with Oneseven. John has been in the industry for over 15 years and is licensed to provide financial advice in Ohio. John specializes in financial planning, pension consulting, educational seminars, and the selection of other advisors. John's experience includes time spent at Fidelity Brokerage Services LLC, Mid Atlantic Financial Management, Inc., Strategic Advisors, Inc. and First Financial Bank.

Firm Information

John Williams is currently registered with Oneseven. Oneseven is a financial advisor based in BEACHWOOD, OH. The firm offers a range of financial planning services, including pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Oneseven manages approximately $3.68 billion in assets for high-net-worth individuals, corporations, and other clients. They also have a strong presence online, with websites and social media accounts across various platforms.
Oneseven

24400 CHAGRIN BLVD.

BEACHWOOD, OH 44122

$3.68B

Assets Under Management

27

Total Clients

65

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Solicitors' fees for referrals to other money managers

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Williams’s Registration & Firm History

OH

07/12/2019 - Present

Oneseven (BEACHWOOD OH)

OH

12/03/2004 - 07/07/2015

FIDELITY BROKERAGE SERVICES LLC (COLUMBUS OH)

NY

08/07/2001 - 11/27/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if John Philip Williams is right for you?

Licenses & Designations

IA

Issued 12/07/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Philip Williams.
Not sure if John Philip Williams is right for you?