JW
John J. Williamson
WEALTH MANAGEMENT
Cullman, AL 35055
Some features on this profile are disabled
CRD#: 6823073
JW
Professional summary
John Jeb Williamson is a registered financial advisor currently at WEALTH MANAGEMENT located in Cullman, Alabama.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Bearden, Stroup & Associates CPAs LLC - not investment related - LLC - 418 1st Ave SE Cullman, AL 35055 - CPA Office - CPA - 08/2025 - Approx 160 hours monthly/Approx 140 hours monthly during securities trading hours - CPA Tax and consulting. Cullman Regional Foundation - not investment related - non profit - not investment related - board member - 1912 Alabama Hwy 157 Cullman, AL 35055 - Approx. 2 hours monthly/Approx. 2 hours monthly during securities trading hours - board member Cullman Housing Authority - not investment related - commissioner/board member - 408 Cleveland Ave SW Cullman, AL 35055 - Approx. 2 hours monthly/Approx. 0 hours during securities trading hours - oversite and management as in independent appointed board member.
CRS (Client Relationship Summary) - RIA
Click below to view John Jeb Williamson'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®
NoneExperience
Current
August 14, 2017 - Present
WEALTH MANAGEMENT
Office #1: 418 1st Ave Se, Cullman, AL 35055RIA
CRD#: 137080
Cullman, AL
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".
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
Registered Investment Advisory firm - (2/17/2006 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.Highlighted states indicate IAR registrations
IAR
Alabama(8/14/2017)
Current Firm
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
Registered Investment Advisory firm - (2/17/2006 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
125 South 4th Street, Norfolk, NE 68701
Mailing Address
Po Box 1264, Norfolk, NE 68702-1264
Phone number
(402) 371-1160
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,617 |
| AUM (Assets Under Management) | $ 3,100,744,962 |
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
WEALTH MANAGEMENT
CRD#: 137080Cullman, AL 35055TRUST BUT VERIFY
Monitor John Williamson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
