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Jeremy Robert Williamson

Commonwealth Financial Network

Lacey, WA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-12-21
  • WA RA
    APPROVED
    Since 2024-12-21

Branch Locations

3663 College St Se Suite B, Lacey, WA 98503 • 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 03/2020 07/2021
Olympia Coffee Roasting Company Olympia WA 07/2017 03/2020
Vessel Coffee Roasters Spokane WA 12/2015 07/2017
Apella Capital, Llc Bellevue WA 07/2021 12/2024
Fulcrum Capital, Llc Seattle WA 12/2022 12/2024
Commonwealth Financial Network Waltham MA 12/2024 03/2025
Navigate Financial Lacey WA 12/2024 03/2025
Navigate Financial Lacey WA 03/2025 Present
Commonwealth Financial Network San Diego CA 03/2025 Present
  • 03/2020 → 07/2021
    Edward Jones
    St Louis, MO
  • 07/2017 → 03/2020
    Olympia Coffee Roasting Company
    Olympia, WA
  • 12/2015 → 07/2017
    Vessel Coffee Roasters
    Spokane, WA
  • 07/2021 → 12/2024
    Apella Capital, Llc
    Bellevue, WA
  • 12/2022 → 12/2024
    Fulcrum Capital, Llc
    Seattle, WA
  • 12/2024 → 03/2025
    Commonwealth Financial Network
    Waltham, MA
  • 12/2024 → 03/2025
    Navigate Financial
    Lacey, WA
  • 03/2025 → Present
    Navigate Financial
    Lacey, WA
  • 03/2025 → Present
    Commonwealth Financial Network
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-01-14
S66 Uniform Combined State Law Examination 2020-06-15
  • S63 Uniform Securities Agent State Law Examination
    2025-01-14
  • S66 Uniform Combined State Law Examination
    2020-06-15

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

Alexander Jon Williams
Derwin Bernard DuMont
Kurt Enoch Chase
SHARLA RAE CAMERON
Sydney Rae Cameron
KEITH ALLEN CAMERON
DAVID NORMEN HOFFERT
Jarron Richard Janski

Other Offices

LPL FINANCIAL LLC · LACEY, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lacey, WA
LPL FINANCIAL LLC · LACEY, WA
CETERA INVESTMENT ADVISERS LLC · LACEY, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Lacey, WA
OSAIC WEALTH, INC. · LACEY, WA
EDWARD JONES · LACEY, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Lacey, WA

More in Lacey, WA

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