JW
Jim M. Williams
EVERSOURCE WEALTH ADVISORS
Jacksonville, FL 32257
Some features on this profile are disabled
CRD#: 2269715
JW
Professional summary
Jim Martyn Williams is a registered financial advisor currently at EVERSOURCE WEALTH ADVISORS, LLC located in Jacksonville, Florida.
Jim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Jim has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Since 2001, Jimmy Williams has been the Sole Proprietor of a single family rental property business located at 7799 Rittenhouse Lane, Jacksonville, Florida 32256. He devotes less than one hour per month to the business during trading hours reviewing management company requests and reports. This business is not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Jim Martyn Williams's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 7, 2024 - Present
EVERSOURCE WEALTH ADVISORS, LLC
Office #1: 6101 Gazebo Park Place North Suite 105, Jacksonville, FL 32257RIA
CRD#: 286340
Jacksonville, FL
Past
August 19, 2021 - October 11, 2024
FORTRESS WEALTH PLANNING
RIA
CRD#: 307618
PONTE VEDRA BEACH, FL
Past
April 4, 2017 - June 30, 2021
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Ponte Vedra Beach, FL
Past
May 14, 1996 - July 9, 1999
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
June 7, 1993 - June 22, 1994
NATIONSSECURITIES
BD
CRD#: 32542
Past
August 10, 1992 - June 7, 1993
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(10/7/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243
Mailing Address
Phone number
(205) 982-5515
Established
Firm type
Fiscal year end
# of Employees
76
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,633 |
| AUM (Assets Under Management) | $ 3,954,297,526 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EVERSOURCE WEALTH ADVISORS, LLC
CRD#: 286340Jacksonville, FL 32257TRUST BUT VERIFY
Monitor Jim Williams
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
