Michael E Williams

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2007 → Present
  Focused Up Photography
  Medford, OR
• 03/2010 → 09/2022
  Us Bancorp Investments Inc
  Medford, OR
• 09/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2010-03-22 → 2022-09-09
  U.S. Bancorp Investments, Inc.
  Medford, OR
  Medford, OR
  Grants Pass, OR
  Central Point, OR
  Crescent City, CA
  Grants Pass, OR
  Ashland, OR
  Medford, OR
  Jacksonville, OR
  Weed, CA
  Yreka, CA
  Medford, OR
  Medford, OR
  Medford, OR
  Ashland, OR
  Grants Pass, OR
  Central Point, OR
  Weed, CA
  Klamath Falls, OR
  Lakeview, OR
  Yreka, CA
  Alturas, CA
• 2009-05-02 → 2010-03-17
  Chase Investment Services Corp.
  Brookings, OR
  Grants Pass, OR
  Medford, OR
  Grants Pass, OR
  Medford, OR
  Central Point, OR
  Shady Cove, OR
  Klamath Falls, OR
  Gold Beach, OR
  Eagle Point, OR
  Klamath Falls, OR
  Medford, OR
  Medford, OR
• 2007-06-08 → 2009-05-02
  Wamu Investments, Inc.
  Gold Beach, OR
  Gold Hill, OR
  Medford, OR
  Medford, OR
  Roseburg, OR
  Medford, OR
  Roseburg, OR
  Jacksonville, OR
  Ashland, OR
  Gold Hill, OR
  Medford, OR
  Medford, OR
  Medford, OR
  Ashland, OR
  Brookings, OR
  Myrtle Point, OR
  Central Point, OR
  Medford, OR
  Eagle Point, OR
  Klamath Falls, OR
  Grants Pass, OR
  Klamath Falls, OR
  Grants Pass, OR
  Jacksonville, OR
  Ashland, OR
  Shady Cove, OR

Other Businesses

Focused Up Photography Type of business: Photography Medford, OR Start date: 6/10/2009 Owner Hours per week: 2 Hours during trading: 0 Wedding and portrait photography services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-26
• S63 Uniform Securities Agent State Law Examination
  1990-06-27

Designations

• Certified Financial Planner

Other Names

• Michael Williams
• Mike Williams
• Michael Everett Williams