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JW

John J. Williams

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CRD#: 467936
JW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Jackson Williams was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1969. John had worked at 19 firms and has passed the Series 65, Series 63, Series 5, Series 3, Series 15, PC, Series 000, Series 1, Series 53, Series 40 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 2, 2009 - April 25, 2012

ALLIED BEACON PARTNERS, INC.

BD
CRD#: 46227
FT. MILLS, SC
Past

August 26, 1999 - December 31, 2008

ADVANCED PLANNING SECURITIES, INC.

BD
CRD#: 14382
SMITHTOWN, NY
Past

January 5, 1999 - July 22, 1999

BISHOP, ROSEN & CO., INC.

BD
CRD#: 1248
NEW YORK, NY
Past

April 18, 1997 - December 31, 1998

ALEXANDER, WESCOTT, & CO., INC.

BD
CRD#: 35935
UTICA, NY
Past

September 11, 1995 - April 30, 1997

RENAISSANCE FINANCIAL SECURITIES CORP.

BD
CRD#: 10735
Past

February 8, 1995 - August 4, 1995

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

October 3, 1994 - February 23, 1995

MERIDIAN, DUNHILL & CO., INC.

BD
CRD#: 15294
Past

July 1, 1993 - October 3, 1994

DUNHILL EQUITIES, INC.

BD
CRD#: 21822
GARDEN CITY, NY
Past

March 2, 1990 - June 21, 1993

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 16, 1984 - March 20, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

June 16, 1982 - July 24, 1984

JEFFERIES LLC

BD
CRD#: 2347
Past

December 7, 1981 - May 11, 1982

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

May 9, 1978 - December 27, 1981

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

November 22, 1977 - November 19, 1983

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 9, 1977 - April 28, 1978

WHITE, WELD & CO. INCORPORATED

BD
CRD#: 6802
Past

February 5, 1976 - November 22, 1977

FAULKNER, DAWKINS & SULLIVAN INC.

BD
CRD#: 1790
Past

June 15, 1973 - March 5, 1976

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

July 19, 1972 - June 16, 1973

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
Past

April 10, 1972 - August 18, 1972

BUTLER CAPITAL CORPORATION

BD
CRD#: 1000004
Past

July 3, 1969 - March 24, 1972

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/7/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 5
Date: 9/29/1987
Interest Rate Options Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 1/29/1985
Foreign Currency Options Examination
General Industry/Product Exam
RR
PC
Date: 9/13/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 000
Date: 10/31/1967
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 10/31/1967
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 2/24/1978
Registered Principal Examination
Principal/Supervisory Exam

Current Firm


AB
ALLIED BEACON PARTNERS, INC.
ALLIED BEACON PARTNERS, INC. | WATERFORD INVESTOR SERVICES, INC. | ALLIED BEACON PARTNERS, INC. ADVISORY

CRD#: 46227 / SEC#: , 8-51357

BD
Terminated by SEC on 11/25/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 08/03/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BEACON AQUISITION PARTNERS, INCSHAREHOLDER
MATHER, ROBERT PHILIPPRESIDENT, CEO, CCO, CFO AND CORPORATE SECRETARY1764918

Disclosures


Regulatory Event6
Arbitration2

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


ALLIED BEACON PARTNERS, INC.

CRD#: 46227

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