Jonathan Graham Williams

Current Employers

Employment History

• 03/2014 → 01/2025
  Ameriprise Financial Services, Inc.
  Plano, TX
• 03/2020 → 01/2025
  Ameriprise Financial Services, Llc
  Plano, TX
• 01/2025 → Present
  Concurrent Investment Advisors, Llc
  Dallas, TX
• 01/2025 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Dallas, TX
• 01/2025 → Present
  Wealth Partners Alliance
  Dallas, TX

Previous Registrations

• 2014-03-28 → 2025-01-22
  Ameriprise Financial Services, Llc
  Plano, TX
  Plano, TX
• 2008-01-01 → 2014-03-31
  Wells Fargo Clearing Services, Llc
  Frisco, TX
  Dallas, TX
• 2004-01-22 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Dallas, TX
  Dallas, TX
  St. Louis, MO
  Frisco, TX

Other Businesses

1. Business Ownership; Other; Other; 3832 Whiffletree CourtPlano, TX 75023, , ** not provided **, N/A, 00000; Not Investment-Related; 09/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Williams; Jonathan G; Treasurer; 4004 Midway Road, , Carrollton, TX, 75007; Not Investment-Related; 08/02/2023; 1 to 9 hours per month; 0 during trading hours. 2. Wealth Partners Alliance, Independent Contractor, 12240 Inwood Rd, Suite 200, Dallas TX 75244, Investment Related? Yes, Hours per month: 160 3. Tutlas Financial, Owner, 12240 Inwood Rd, ste 200, Dallas TX 75244, Investment Related? Yes, Hours per month: 160, during trading: 140. Support Company/DBA

Exams

• S66 Uniform Combined State Law Examination
  2004-01-29
• S63 Uniform Securities Agent State Law Examination
  1995-08-01

Other Names

• Jon Williams