Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Graham Williams is a financial advisor with over 27 years of experience in the industry. Jonathan is currently registered with Concurrent Investment Advisors, LLC, which is located in Dallas and Tampa. He has a wide range of experience, having previously worked for Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., National Financial Services LLC, and Fidelity Brokerage Services LLC. Jonathan is licensed to provide investment advice in a number of states, including Texas, Florida, California, and Illinois. He specializes in providing financial planning, portfolio management, and pension consulting services. Jonathan is also a board member of Williams, a non-investment related business, and holds a variety of investment related positions with Wealth Partners Alliance and Tutlas Financial.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
01/17/2025 - Present
Concurrent Investment Advisors, LLC (DALLAS TX)
TX
01/01/2008 - 03/31/2014
WELLS FARGO ADVISORS, LLC (FRISCO TX)
TX
01/13/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DALLAS TX)
MA
09/22/2003 - 01/16/2004
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
08/04/1995 - 10/25/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/04/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2007
Series 3 - National Commodity Futures Examination
BC
Issued 03/27/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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