Jay WilliamsCRD Number: 6308208
Current Firm: Mckinley Carter Wealth Services, Inc.
Compensation Model: Fee Only
John H "Jay" Williams (CRD# 6308208) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 5 years of experience in the finance industry.
Ironwood Wealth Management, Inc.
Mml Investors Services, LLC
|Mckinley Carter Wealth Services, Inc.||Wheeling, WV||Dec 2013 - Current||6|
|Lisa Godwin Insurance Agency Inc.||Charleston, WV||Feb 2012 - Oct 2013||1|
|West Virginia Wesleyan College||Buckhannon, WV||Aug 2006 - May 2011||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
Total Assets Under Management1,004MILLIONS
Total Number of Accounts2,352ACCOUNTS
Average Account Value$426,800
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, LA, MA, MD, NC, NH, NJ, OH, PA, SC, TX, VA, WV
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