JW
John T. Williams
BISON WEALTH
ATLANTA, GA 30309
Some features on this profile are disabled
CRD#: 4225657
JW
Professional summary
John Thomas Williams JR., CFP®, who also goes by John Thomas Williams, is a registered financial advisor currently at BISON WEALTH, LLC located in Atlanta, Georgia and METRIC FINANCIAL, LLC located in Atlanta, Georgia.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. John has worked at 6 firms and has passed the Series 66, Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Thomas Williams
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.
1)100% OWNERSHIP - ECOS Family office, LLC.; NOT INVESTMENT RELATED; 941 Clifton Road, NE Atlanta, GA 30307; HOLDING COMPANY; OWNER; 12/01/2004; 1 HOUR DEVOTED TO OUTSIDE BUSINESS AND 0 HOURS DURING SEC TRADING HOURS; NO DUTIES ASSOCIATES WITH THIS ENTITY. 2)Bison Wealth, LLC; YES, INVESTMENT RELATED; 1201 Peachtree St Suite 1950, Atlanta GA 30362; INVESTMENT ADVISORY; MANAGING DORECTOR/IAR; 05/09/2013; 160 HOURS PER MONTH; 160 HOURS DURING SEC TRADING HOURS; SERVICE CLIENT ACCOUNTS. 3) 11/2022 Metric Financial LLC; Broker Dealer; Investment Related; Registered Representative; Atlanta, GA; 20 hours per month and all during trading hours; Briefly describe duties 4) 10/2002 Independent Licensed insurance Agent; Investment Related; Georgia; Accident/Sickness, Life, Variable Products; (Licensed in multiple states outside of GA)
CRS (Client Relationship Summary) - RIA
Click below to view John Thomas Williams JR.'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®
CFP®
Start date: 2006
Experience
Current
January 6, 2025 - Present
BISON WEALTH, LLC
Office #1: 1180 West Peach St. Nw Suite 1910, Atlanta, GA 30309RIA
CRD#: 299805
ATLANTA, GA
Current
December 2, 2022 - Present
METRIC FINANCIAL, LLC
Office #1: 1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309BD
CRD#: 33324
Atlanta, GA
Past
May 14, 2013 - December 31, 2024
BISON WEALTH, LLC
RIA
CRD#: 165931
ATLANTA, GA
Past
May 9, 2013 - November 21, 2022
STONEX SECURITIES INC.
BD
CRD#: 18456
ATLANTA, GA
Past
January 1, 2008 - May 10, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ATLANTA, GA
Past
January 1, 2008 - May 10, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ATLANTA, GA
Past
September 16, 2003 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
ATLANTA, GA
Past
August 10, 2000 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ATLANTA, GA
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".
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
Registered Investment Advisory firm - (1/30/2019 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/5/2024)
RR
California(12/5/2024)
RR
Colorado(12/5/2024)
RR
Florida(12/2/2022)
RR
Georgia(12/2/2022)
IAR
Georgia(1/6/2025)
RR
Michigan(12/5/2024)
RR
Minnesota(12/5/2024)
RR
North Carolina(12/2/2022)
RR
South Carolina(12/2/2022)
RR
Texas(12/5/2024)
RR
Virginia(12/2/2022)
IAR
Virginia(9/26/2025)
RR
Wisconsin(1/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
Registered Investment Advisory firm - (1/30/2019 Approved)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
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326
Mailing Address
Phone number
(404) 841-2224
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (32 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,112 |
| AUM (Assets Under Management) | $ 2,753,091,446 |
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.
