Jimmy Jon Williams

Current Employers

Employment History

• 04/2009 → Present
  Compass Capital Management, Llc
  Mcalester, OK
• 12/1999 → Present
  Asset & Investment Advisors, Inc.
  Poteau, OK
• 06/2009 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA

Previous Registrations

• 2000-12-15 → 2009-06-08
  Asset & Investment Advisors, Inc.
  Mcalester, OK

Other Businesses

1) JIMMY J WILLIAMS & CO P.C, PO BOX 795 MCALESTER OK, CPA/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, CEO, 07/2020 NIR, 40 HR/YR 0/TRADING HR 2) JIMMY J WILLIAMS & CO PC, MCALESTER OK, 10/2018, PRESIDENT, HOSTING, WRITING, AND PRODUCING WEEKLY AUDIO PODCAST FOCUSED ON MOTIVATION & RELATIONSHIP. NIR, 2/WK 0/TRADING 3) A & G PROPERTIES LLC, PO BOX 795 MCALESTER OK, OWNERSHIP OF LLC, REAL ESTATE MANAGING MEMBER, 08/1988, NIR, 1 HR/YR 0/TRADING HR 4) LifeMasterKey LLC, PO BOX 795 MCALESTER OK, 05/2015, MANAGING MEMBER. LLC MARKETS EDUCATIONAL MATERIALS & SERVICES REGADING FINANCIAL PLANNING AND ETHICS, PROVIDED BY ITS OWNERS. 5 HR/MO 0/TRADING 5) COMPASS CAPITAL MANAGEMENT LLC, 215 E Choctaw Ave., Suite 101, Ste 4, McAlester OK 74501, United States, 06/09/2009, Founder, RIA Affiliation - other than CIRA, INV REL, 140 HR/MO 120HR/TRADING 6) MCALESTER NEWS CAPITAL, 500 S 2ND ST MCALESTER OK, 10/2018 AS EDITORIAL BOARD MEMBER OF LOCAL NEWSPAPER. NIR, 1/MO 1/TRADING 7) JIMMY J WILLIAMS & CO PC, PO BOX 95 321 S 3RD ST STE 4 MCALESTER OK, TEACHING CPE ON FINANCIAL PLANNING TOPICS, 09/2009, CEO, NIR, 10 HR/MO 0/TRADING 8) A & G PROPERTIES LLC, PO BOX 795 MCALESTER OK, MANAGING MEMBER LLC, 08/2008, NIR, 1 HR/YR 0/TRADING HR 9) COMPASS CAPITAL MANAGEMENT LLC, 321 S 3RD ST STE 4 MCALESTER OK, AUTHOR OF FINANCIAL PLANNING BOOK, 03/2012, INV REL, 300 HR/YR 0/TRADING HR 10) OKLAHOMA EMPLOYEES INSURANCE AND BENEFITS BOARD, 3545 NW 58T ST STE 110 OKLAHOMA CITY OK, BOARD MEMBER, 11/2012, NIR, 24 HR YR 18/TRADING HR 11) HSA BANK, 605 N UTH STREET STE 320 SHEBOYGAN WI, HEALTH SAVINGS ACCOUNT, 06/2015, INV REL, 5 HR/YR 1/TRADING HR 12) OKLAHOMA SOCIETY OF CPA'S, 1900 NW EXPRESSWAY STE 910 OKLAHOMA CITY OK, BYLAWS COMMITTEE CHAIRMAN, 07/2019, NIR, 1 HR/MO 12/TRADING HR 13) OKLAHOMA SOCIETY OF CPAS, 5201 N SHARTEL AVE OKLAHOMA CITY OK 73118, 07/2022, BOARD MEMBER, NETWORKING ORGANIZATION, NIR, 1 HR/MO 0 HR/MO TRADING 14) FRIENDSHIP CHURCH OF THE NAZARENE, 2011 Friendship Road, Stuart OK 74570, 04/2023, Board Trustee, Oversight and support of ministerial activities, NIR, 1 HR/MO 0 HR/MO TRADING 15) EAST CENTRAL UNIVERSITY FOUNDATION, INC., 1100 E. 14th Street, PMB Y-8, Ada OK 74820, 01/2025, BOARD MEMBER, VOLUNTEER, NIR, 1 HR/MO - 1 HR/MO TRADING. 16) CITY OF MCALESTER - BOARD OF ETHICS, PO Box 578, 1st & Washington, McAlester OK 74502, United States, 11/01/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO - 0 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-11-30
• S65 Uniform Investment Adviser Law Examination
  1999-11-30

Other Names

• Jimmy Jon Williams