William John Smithers

Employer firm

Heckman Financial & Insurance Services, Inc. CRD 111549

$116M regulatory AUM 22 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2026 → Present
  Heckman Financial & Insurance Services, Inc.
  San Jose, CA
• 01/2024 → 11/2025
  Coforge Limited
  Princeton, NJ
• 10/2022 → 12/2023
  Optimeyes Ai
  Encinitas, CA
• 11/2025 → Present
  Heckman Financial & Insurance Services Inc.
  San Jose, CA
• 10/2019 → 10/2025
  Concentrix Corporation
  Newark, CA
• 07/2018 → 09/2019
  Symbio Corporation
  San Jose, CA
• 04/2016 → 06/2018
  Globant S.A.
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-28
• S63 Uniform Securities Agent State Law Examination
  1990-05-25

Other Names

• William John Smithers