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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2023-11-17
TX RA APPROVED 2023-11-01
VA RA APPROVED 2023-11-01
  • DC RA
    APPROVED
    Since 2023-11-17
  • TX RA
    APPROVED
    Since 2023-11-01
  • VA RA
    APPROVED
    Since 2023-11-01

Branch Locations

1899 Pennsylvania Ave Nw Ste 1000, Washington, DC 20006 • United States

Falls Church, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Salt Lake City UT 12/2010 11/2023
Fidelity Personal And Workplace Advisors Boston MA 07/2018 11/2023
Raymond James & Associates, Inc. Washington DC 11/2023 Present
  • 12/2010 → 11/2023
    Fidelity Investments
    Salt Lake City, UT
  • 07/2018 → 11/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 11/2023 → Present
    Washington, DC
Previous Registrations
  • 2018-07-13 → 2023-11-29
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2012-03-16 → 2018-07-13
    Washington, DC
    Durham, NC
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-29
S63 Uniform Securities Agent State Law Examination 2011-03-25
  • S66 Uniform Combined State Law Examination
    2012-02-29
  • S63 Uniform Securities Agent State Law Examination
    2011-03-25
Other Names
  • Jared Williams

View on SEC IAPD

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