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Andrew G Williams

Edward Jones

Milford, OH

Milford, OH

CRD 2556221

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-03-31
TX RA APPROVED 2023-03-31
  • OH RA
    APPROVED
    Since 2023-03-31
  • TX RA
    APPROVED
    Since 2023-03-31

Branch Locations

Milford, OH • United States

227 Water St Suite 100, Milford, OH 45150-0000 • 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
J.P. Morgan Securities Llc Milford OH 10/2012 03/2023
Miami Valley Christian Academy Cincinnati OH 09/2020 11/2020
Edward Jones St Louis MO 03/2023 Present
Previous Registrations
  • 2012-10-01 → 2023-04-01
    J.P. Morgan Securities Llc
    Middletown, OH
    Milford, OH
    Cincinnati, OH
    Middletown, OH
    Cincinnati, OH
    Cincinnati, OH
  • 2007-06-18 → 2012-10-01
    Chase Investment Services Corp.
    Cincinnati, OH
    Cincinnati, OH
    Amelia, OH
    Milford, OH
    Batavia, OH
    Loveland, OH
    Loveland, OH
    Cincinnati, OH
    Cincinnati, OH
    Milford, OH
    Cincinnati, OH
    West Chester, OH
    Cincinnati, OH
    Cincinnati, OH
    Bellevue, KY
    Middletown, OH
    Oxford, OH
    Cincinnati, OH
    Chicago, IL
    Cincinnati, OH
    Cincinnati, OH
    Middletown, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-31
S63 Uniform Securities Agent State Law Examination 1994-12-14
  • S66 Uniform Combined State Law Examination
    2007-05-31
  • S63 Uniform Securities Agent State Law Examination
    1994-12-14
Other Names
  • Andrew G Williams
  • Andy Williams
  • Andrew Gayle Williams

View on SEC IAPD

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