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JW

John V. Williams

BANKERS LIFE ADVISORY SERVICES
Lenexa, KS 66214
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CRD#: 7464357
JW

Professional summary


John Vj Williams is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Lenexa, Kansas and BANKERS LIFE SECURITIES, INC. located in Lenexa, Kansas.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. John has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

top-8-questions

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.
Bankers Life & Casualty, Inc Position: Unit Field Trainer Nature: Producing insurance and helping people nearing or in retirement. Helping with life insurance, long term care insurance, and health insurance. Investment Related: Yes Hours: 160Securities Trading Hours: 100Start Date: 06/11/2018 Address: 8207 Melrose Dr, STE 150, Lenexa KS 66214, United States Description: Recruit and train insurance agents. I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Vj Williams's CRS (Customer Relationship Summary).
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®
None

Experience


Current

June 7, 2022 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

Office #1: 8207 Melrose Dr. Ste 150, Lenexa, KS 66214
RIA
CRD#: 281285
Lenexa, KS
Current

August 19, 2025 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 8207 Melrose Dr. Unit 150, Lenexa, KS 66214
BD
CRD#: 173962
Lenexa, KS

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".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA
Registered Investment Advisory firm - (11/18/2015 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
Kansas
(6/7/2022)
IAR
Missouri
(10/2/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/7/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/19/2025
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA
Registered Investment Advisory firm - (11/18/2015 Approved)
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Contact information


Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLAS WRAP BROCHURE 03012025 (2/28/2025)

Regulatory assets under management


Total Number of Accounts14,938
AUM (Assets Under Management)$ 1,943,847,697

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


BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285Lenexa, KS 66214

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