John David Williams

Employer firm

Ironwood Wealth Management, Inc. CRD 128699

$233M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 12/2001 → Present
  Ironwood Wealth Management, Inc.
  Hurricane, WV

Previous Registrations

• 2002-05-07 → 2004-01-09
  Wells Fargo Advisors Financial Network, Llc
  Charleston, WV

Other Businesses

J&T, LLC; NOT INVESTMENT RELATED; 18 CHASE DR, HURRICANE, WV 25526; OWNS, MANAGES & MAINTAINS BUILDING; MEMBER OF LLC; 11/2009; 0-3 HRS; COORDINATING MAINTENANCE AND COLLECTING RENT.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-01-18
• S65 Uniform Investment Adviser Law Examination
  1996-01-18

Other Names

• John D Williams
• John David Williams