Jonathan Douglas Williams

Employer firm

Summit Trail Advisors, LLC CRD 220519

$19.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• OUTSOURCED CHIEF INVESTMENT OFFICER SERVICES/ FAMILY OFFICE SERVICES

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

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

Current Employers

Employment History

• 12/2008 → 08/2019
  Wilmington Trust, N.A.
  Harrisburg, PA
• 11/2009 → 08/2019
  M & T Securities, Inc.
  Buffalo, NY
• 08/2019 → Present
  Summit Trail Advisors, Llc
  Harrisburg, PA
• 01/2021 → Present
  Summit Trail Securities, Llc
  Harrisburg, PA

Previous Registrations

• 2010-07-23 → 2019-09-06
  M&T Securities, Inc.
  Williamsport, PA
  Harrisburg, PA
  Carlisle, PA
  Harrisburg, PA
  Hershey, PA
  Harrisburg, PA
  Middletown, PA
  Harrisburg, PA
  Hershey, PA
  Hummelstown, PA
  Harrisburg, PA
  Steelton, PA
  Harrisburg, PA
  Harrisburg, PA
  Harrisburg, PA
  Harrisburg, PA
  Harrisburg, PA
  Harrisburg, PA
  Timonium, MD
  Harrisburg, PA

Other Businesses

1. Rental Property, Investment-related, 519 Shaw St, Mechanicsburg, PA, 17050, Residential Rental Property, Owner (position: non investment-related), 10/20/2016, <1 hr/mo., 0 hrs/mo. during securities trading hours, landlord. 2. Summit Trail Advisors, LLC, investment-related, 140 E. 45th St., New York, NY 10017, RIA, Investment Advisory, Advisor (position: non investment-related), 08/23/2019, 40 hrs/mo., 40 hrs/mo during securities trading hours, investment advice.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-21

Other Names

• Jonathan Douglas Willliams