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William Forrest Williams

Edward Jones

Longview, TX

CRD 5974007

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-01-03
  • TX RA
    APPROVED
    Since 2012-01-03

Branch Locations

1156 East Hawkins Pkwy, Longview, TX 75605 • 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
Edward Jones St Louis MO 09/2011 Present
Other Businesses

Lumberjack Investments LLC Type of business: Real Estate Holdings Longview, TX Start date: 1/1/2024 Owner Hours per week: 3 Hours during trading: 0 Maintain Property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-04
  • S66 Uniform Combined State Law Examination
    2011-11-04
Other Names
  • Forrest Hamilton Williams
  • Forrest Hamilton Williams
  • William Forrest Hamilton Williams

View on SEC IAPD

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