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JW

Jon F. Williams

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CRD#: 811699
JW

Professional summary


Jon Francis Williams was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jon is a previously registered financial professional and started their career in finance in 1975. Prior to being barred, Jon had worked at 6 firms, which includes GLOBAL STRATEGIES GROUP INC., LEHMAN BROTHERS INC., PRUDENTIAL EQUITY GROUP LLC, J.P. MORGAN SECURITIES LLC, MORGAN STANLEY DW INC., DEAN WITTER & CO. INCORPORATED.

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

January 7, 1991 - April 8, 1998

GLOBAL STRATEGIES GROUP, INC.

BD
CRD#: 27414
NEW YORK, NY
Past

June 8, 1988 - July 25, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

May 21, 1984 - July 28, 1988

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

May 18, 1979 - June 7, 1984

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

February 24, 1978 - June 14, 1979

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

September 2, 1975 - February 24, 1978

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466

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
Series 63
Date: 7/10/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 2/6/1979
AMEX Put and Call Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/11/1990
General Securities Principal Examination

Current Firm


GS
GLOBAL STRATEGIES GROUP, INC.
GLOBAL STRATEGIES GROUP, INC. | WILLIAMS & TAYLOR, INC.

CRD#: 27414 / SEC#: , 8-43079

BD
Cancelled by SEC on 06/17/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 07/02/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


GLOBAL STRATEGIES GROUP, INC.

CRD#: 27414

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