Zachary S. Williams

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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:

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

Current Employers

Employment History

• 05/2021 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 05/2021 → Present
  Jpmorgan Securities Llc
  New York, NY
• 06/2019 → 05/2021
  Jefferies Llc
  Jersey City, NJ
• 02/2018 → 12/2018
  Simon Quick Advisors
  Morristown, NJ
• 06/2018 → 08/2018
  Vodafone
  New York, NY
• 03/2011 → 05/2018
  Uncle Bill'S Pancake House
  Ocean City, NJ
• 06/2017 → 09/2017
  Manco And Manco Pizza
  Ocean City, NJ
• 06/2016 → 09/2016
  Mcmahon Agency
  Ocean City, NJ
• 09/2015 → 05/2019
  Rutgers
  New Brunswick, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-08-17

Other Names

• Zachary S Williams
• Zachary Scott Williams