Jerell A. Williams
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.
Jerell Antwuan Williams, who also goes by Jaie Williams, Jerell Williams, was a registered financial professional .
Jerell is a previously registered financial professional and started their career in finance in 2009. Jerell had worked at 5 firms and has passed the Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 22, 2021 - February 28, 2022
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
April 28, 2020 - November 17, 2020
ATTLEE CAPITAL LLC
February 25, 2019 - September 25, 2019
ATTLEE CAPITAL LLC
August 20, 2018 - January 16, 2019
CITIGROUP GLOBAL MARKETS INC.
August 20, 2018 - January 16, 2019
CITI PRIVATE ALTERNATIVES, LLC
June 4, 2018 - January 16, 2019
CITIGROUP GLOBAL MARKETS INC.
April 13, 2009 - December 18, 2016
CHURCHILL MANAGEMENT GROUP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
CRD#: 108559 / SEC#: 801-56293
Contact information
Regulatory assets under management
| Total Number of Accounts | 56,585 |
| AUM (Assets Under Management) | $ 86,270,585,130 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2024 | ||
| 02/28/2024 |
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.
