Jay Williams, financial advisor Wheeling WV

Jay Williams

CRD 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 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mckinley Carter Wealth Services, Inc. Wheeling, WV Dec 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Jay Williams
By the Numbers
  • Total Assets Under Management
    1,905
    MILLIONS
  • Total Number of Accounts
    5,262
    ACCOUNTS
  • Average Account Value
    $362,016
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV

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Data verified by both the advisor and the public regulatory data.

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