Andrew James Williams

Employer firm

B.o.s.s. Retirement Advisors, LLC CRD 171143

$1.38B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2014 → 01/2021
  The University Of Utah
  Salt Lake City, UT
• 03/2021 → 04/2023
  Fidelity Investments
  Salt Lake City, UT
• 05/2023 → Present
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
• 05/2023 → Present
  Wells Fargo Bank, Na
  Salt Lake City, UT
• 12/2025 → Present
  Boss Retirement Advisors, Llc
  Lehi, UT
• 12/2025 → Present
  Boss Retirement Solutions, Llc
  Lehi, UT

Previous Registrations

• 2023-06-06 → 2025-12-18
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Farmington, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-05
• S63 Uniform Securities Agent State Law Examination
  2021-08-26

Other Names

• Andrew James Williams
• Andrew Williams