Jennifer Currier Williams

Current Employers

Employment History

• 07/2020 → 11/2022
  Cambridge Investment Research
  Fairfield, IA
• 11/2018 → 08/2019
  Rowell's Services
  Northfield, NH
• 01/2012 → 10/2018
  Ashton & Company, Pa
  Wolfeboro, NH
• 11/2019 → 07/2020
  The Foundry Financial Group
  Laconia, NH
• 07/2020 → 11/2022
  The Foundry Financial Group, Inc.
  Laconia, NH
• 11/2022 → Present
  Lpl Financial Llc
  Gilford, NH

Previous Registrations

• 2020-07-17 → 2022-11-15
  Cambridge Investment Research Advisors, Inc.
  Laconia, NH
• 2020-08-20 → 2022-11-14
  The Foundry Financial Group, Inc.
  Laconia, NH

Other Businesses

1) 01/10/2023 - Notary - Center Harbor, NH 03226 - Investment related - Start date: 01/01/2017. 2) 01/10/2023 - Jennifer Williams - Outside/1099 - Bookkeeper - Center Harbor, NH 03226 - Not investment related - 2 Hours per month - Start date: 06/01/2019. 3) 05/13/2025 - Sofos Financial Partners, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 05/02/2025 -160 Hrs/Mth - 7 Hrs During Trading. 4) 07/16/2026 - The Holding Company, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 07/10/2026 - 1 hour per month/ 0 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-05-18
• S65 Uniform Investment Adviser Law Examination
  2020-07-17

Designations

Other Names

• Jennifer Williams
• Jennifer Currier