Albert W. Williams
Professional summary
Albert Wayne Williams, who also goes by Bert Williams, is a registered financial advisor currently at JFG FAMILY OFFICE located in Denver, Colorado and JFG WEALTH MANAGEMENT, LLC located in Denver, Colorado.
Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Albert has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Albert Wayne Williams's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 29, 2016 - Present
JFG FAMILY OFFICE
Office #1: 1144 Fifteenth Street Suite 3950, Denver, CO 80202September 6, 2016 - Present
JFG WEALTH MANAGEMENT, LLC
Office #1: 1144 Fifteenth Street Suite 3950, Denver, CO 80202July 8, 1995 - March 26, 1996
A. G. EDWARDS & SONS, INC.
April 27, 1994 - April 24, 1995
AMERICAN FRONTEER FINANCIAL CORPORATION
Primary Firm SEC Registration
JFG FAMILY OFFICE
CRD#: 125101 / SEC#: 801-79223
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/29/2016)
Exams
Current Firm
JFG FAMILY OFFICE
CRD#: 125101 / SEC#: 801-79223
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 861 |
| AUM (Assets Under Management) | $ 2,745,499,208 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/13/2025 | ||
| 12/09/2024 | ||
| 02/28/2024 | ||
| 10/26/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
