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Isiah John Williams

AUDIBLE WEALTH MANAGEMENT
SILVER SPRING, MD
·CRD# 6752996·9 years experience

Professional Summary

Isiah John Williams, who also goes by Isiah J Williams, Isiah J. Williams, Juice Williams, is a registered financial advisor currently at AUDIBLE WEALTH MANAGEMENT located in Silver Spring, Maryland. Isiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Isiah has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Isiah J Williams, Isiah J. Williams, Juice Williams

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

AUDIBLE WEALTH MANAGEMENT·CRD# 325559
RIA
8455 Colesville Road Suite 900, Silver Spring, MD 20910
May 10, 2023 - Present
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
RIA
Bowie, MD
October 5, 2018 - May 25, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Bowie, MD
October 3, 2018 - May 25, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Washington, DC
July 7, 2017 - August 20, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Washington, DC
April 27, 2017 - August 20, 2018

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Current Firm

AW
AUDIBLE WEALTH MANAGEMENT

AUDIBLE WEALTH MANAGEMENT | AUDIBLE WEALTH MANAGEMENT LLC

CRD#: 325559
California
Registered Investment Advisory firm - California (11/30/2023 Approved)
Connecticut
Registered Investment Advisory firm - Connecticut (1/2/2025 Approved)
District of Columbia
Registered Investment Advisory firm - District of Columbia (5/28/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (9/10/2024 Approved)
Georgia
Registered Investment Advisory firm - Georgia (9/30/2024 Approved)
Illinois
Registered Investment Advisory firm - Illinois (10/9/2024 Approved)
Maryland
Registered Investment Advisory firm - Maryland (5/10/2023 Approved)
New York
Registered Investment Advisory firm - New York (4/18/2025 Approved)
North Carolina
Registered Investment Advisory firm - North Carolina (4/7/2025 Approved)
Ohio
Registered Investment Advisory firm - Ohio (3/17/2025 Approved)
Oregon
Registered Investment Advisory firm - Oregon (9/16/2024 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (4/24/2025 Approved)
South Carolina
Registered Investment Advisory firm - South Carolina (10/8/2025 Approved)
Virginia
Registered Investment Advisory firm - Virginia (5/21/2024 Approved)
West Virginia
Registered Investment Advisory firm - West Virginia (4/11/2025 Approved)

Contact Information

Main Address

8455 Colesville Road Suite 900, Silver Spring, MD 20910

Phone Number

(202) 430-5227

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

945

AUM (Assets Under Management)

$76,437,350

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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.

Life Insurance Agent Start Date: 06/2023 Address: 8455 Colesville Road Ste 900, Silver Spring, MD 20910 Approximately 15-20 hours per month, 8-10 hours per month during trading hours Not investment-related

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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.
IAR
California
(11/30/2023)
IAR
Connecticut
(1/2/2025)
IAR
District of Columbia
(5/28/2025)
IAR
Florida
(9/10/2024)
IAR
Georgia
(9/30/2024)
IAR
Illinois
(10/9/2024)
IAR
Maryland
(5/10/2023)
IAR
New York
(4/18/2025)
IAR
Oregon
(9/16/2024)
IAR
Pennsylvania
(4/24/2025)
IAR
South Carolina
(10/8/2025)
IAR
Virginia
(5/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2017About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2017About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Isiah John Williams's CRS (Customer Relationship Summary).

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