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Andrew James Williams

B.O.S.S. Retirement Advisors, LLC

Lehi, UT

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Current Employers
B.O.S.S. Retirement Advisors, Llc

2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-12-18
  • UT RA
    APPROVED
    Since 2025-12-18

Branch Locations

2500 Executive Parkway Suite 500, Lehi, UT 84048 • 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
The University Of Utah Salt Lake City UT 01/2014 01/2021
Fidelity Investments Salt Lake City UT 03/2021 04/2023
Wells Fargo Clearing Services, Llc Salt Lake City UT 05/2023 Present
Wells Fargo Bank, Na Salt Lake City UT 05/2023 Present
Boss Retirement Advisors, Llc Lehi UT 12/2025 Present
Boss Retirement Solutions, Llc Lehi UT 12/2025 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-05
S63 Uniform Securities Agent State Law Examination 2021-08-26
  • 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

View on SEC IAPD

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Ryan K Batista
Owen Carl Mitchell
Julie Odle
Jared David Mitchell
JAMES DAVID MOYES

Other Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC · LEHI, UT
EDWARD JONES · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · Lehi, UT
J.P. MORGAN SECURITIES LLC · LEHI, UT

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