Justin James Williams

Current Employers

Employment History

• 07/2025 → Present
  Williams Tax & Financial Services
  Wallingford, CT
• 09/2017 → 07/2025
  Protiviti
  Boston, MA
• 06/2017 → 09/2017
  Hunter Memorial Golf Course (City Of Meriden, Ct)
  Meriden, CT
• 09/2013 → 05/2017
  Bentley University
  Waltham, MA
• 10/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → 10/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: WILLIAMS TAX & FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 7/2025 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: SUPPORT CLIENT RELATIONSHIP MANAGEMENT AND ADMIN TASKS - PREPARING AND PROCESSING ACCOUNT PAPERWORK; MAINTAINING CLIENT RECORDS; SCHEDULING MEETINGS; ASSIST WITH MARKETING CAMPAIGNS; ENSURING COMPLIANCE WITH FIRM AND REGULATORY REQUIREMENTS; PREPARE MEETING MATERIALS, TRACK FOLLOW-UPS, AND SUPPORT DAY TO DAY OPERATIONS.; 2. NAME OF OTHER BUSINESS: PROTIVITI, INC.; INVESTMENT RELATED: NO; ADDRESS: 888 7TH AVE, NEW YORK, NY 10106; NATURE OF BUSINESS: CONSULTATION; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: CONSULTANT APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OPERATIONAL CONSULTING SERVICES RELATED TO CAPACITY PLANNING, WORKFORCE MODELING, PRICING ANALYSIS, AND PROCESS SUPPORT FOR AML COMPLIANCE DEPARTMENTS;

Exams

• S66 Uniform Combined State Law Examination
  2025-11-24

Other Names

• Justin Williams