John D. Williams
Professional summary
John David Williams, CFP®, who also goes by John D Williams, is a registered financial advisor currently at IRONWOOD WEALTH MANAGEMENT, INC. located in Hurricane, West Virginia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. John has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John David Williams's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 6, 2004 - Present
IRONWOOD WEALTH MANAGEMENT, INC.
Office #1: 18 Chase Drive Chase Park, Hurricane, WV 25526January 2, 2004 - March 3, 2014
PURSHE KAPLAN STERLING INVESTMENTS
May 7, 2002 - January 9, 2004
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
May 3, 2002 - January 9, 2004
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
December 22, 1995 - May 7, 2002
PRUDENTIAL EQUITY GROUP, LLC
Primary Firm SEC Registration
IRONWOOD WEALTH MANAGEMENT, INC.
CRD#: 128699 / SEC#: 801-62555
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/13/2025)
(1/6/2004)
Exams
Current Firm
IRONWOOD WEALTH MANAGEMENT, INC.
CRD#: 128699 / SEC#: 801-62555
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 696 |
| AUM (Assets Under Management) | $ 212,837,072 |
Red Flags
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Company Information
IRONWOOD WEALTH MANAGEMENT, INC.
CRD#: 128699Hurricane, WV 25526TRUST BUT VERIFY
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