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John Vj Williams

Bankers Life Advisory Services, Inc.

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About John Vj Williams

John Vj Williams is an Investment Advisor Representative at Bankers Life Advisory Services, Inc. John is licensed in Kansas and Missouri. John is an active Investment Advisor Representative with over 5 years of experience in the financial services industry. John works primarily with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. John specializes in financial planning, educational seminars, and the selection of other advisors.

Firm Information

John Williams is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

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 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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percentage of assets

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

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other

Non-discretionary investment consulting services

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John Williams’s Registration & Firm History

KS

10/02/2023 - Present

Bankers Life Advisory Services, Inc. (Lenexa KS)

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Licenses & Designations

IA

Issued 06/07/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Vj Williams.
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