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JW

Jared E. Williams

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CRD#: 5797392
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.

Jared Edward Williams was a registered financial professional .

Jared is a previously registered financial professional and started their career in finance in 2010. Jared had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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

December 26, 2018 - February 11, 2021

PROSPERITY ECONOMICS PARTNERS, LLC

RIA
CRD#: 148122
Johnson City, TN
Past

December 4, 2017 - December 21, 2018

INSPIRE INVESTING, LLC

RIA
CRD#: 171988
Johnson City, TN
Past

July 24, 2015 - December 12, 2017

CREATIVE FINANCIAL DESIGNS, INC.

RIA
CRD#: 109032
JOHNSON CITY, TN
Past

July 24, 2015 - December 12, 2017

CFD INVESTMENTS, INC.

BD
CRD#: 25427
Johnson City, TN
Past

June 19, 2014 - July 24, 2015

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
JOHNSON CITY, TN
Past

June 12, 2014 - July 24, 2015

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
JOHNSON CITY, TN
Past

August 27, 2010 - May 19, 2011

PFS INVESTMENTS INC.

BD
CRD#: 10111
KNOXVILLE, TN

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
RR
IAR
Series 66
Date: 6/19/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PE
PROSPERITY ECONOMICS PARTNERS, LLC
ADVANCED CAPITAL GROUP | WISE MONEY STRATEGIES | SOVEREIGN WEALTH SOLUTIONS | R. S. MATTEI & COMPANY | PROSPERITY INTELLIGENCE | PROSPERITY ECONOMICS PARTNERS, LLC | PARTNERS FOR PROSPERITY, LLC | PARTNERS FOR PROSPERITY, INC. | PARTNERS FOR PROSPERITY | PARTNERS FOR FISCAL FITNESS | LIBERATED INVESTOR ADVISORS | KINGDOM CALLING | INNOVATIVE INSURANCE ADVISORS | FRANK THE INSURANCE MAN AGENCY | FINANCIAL TAILWINDS

CRD#: 148122 / SEC#: 801-69706

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Contact information


Main Address
Chicago, IL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


PROSPERITY ECONOMICS PARTNERS, LLC

CRD#: 148122

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