Jeffrey S Williams
Professional Summary
Jeffrey S Williams, who also goes by Jeffrey Scott Williams, is a registered financial advisor currently at EVERLAKE DISTRIBUTORS, LLC located in Lincoln, Nebraska. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2018. Jeffrey has worked at 2 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeffrey Scott 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 on record.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
ALLSTATE DISTRIBUTORS, L.L.C. | EVERLAKE DISTRIBUTORS, LLC
Contact Information
Main Address
3100 Sanders Road, Suite 303, Northbrook, IL 60062Mailing Address
3100 Sanders Road, Suite 303, Northbrook, IL 60062Phone Number
(847) 665-9930Established
Delaware since 03/05/1999Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (50 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EVERLAKE LIFE INSURANCE COMPANY | PARENT OF BROKER/DEALER | — |
| FONTANA, ANGELA KAY | MANAGER | 6503740 |
| HARRIGAN, JULIE ANN | TREASURER, CONTROLLER AND FINOP | 7159150 |
| JENESKE, PATRICK JOSEPH | CHIEF COMPLIANCE OFFICER | 4293015 |
| KENNEDY, REBECCA DIANE | PRESIDENT AND MANAGER | 7364296 |
| KIRCHHOFF, THERESE MARIE | AML OFFICER | 4548686 |
| LARGEY, TYLER EARL BAXTER | CHAIRMAN OF THE BOARD AND MANAGER | 7470407 |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/1/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2018About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 2025About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey S Williams's CRS (Customer Relationship Summary).
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