Jerry Tyler Williams

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Fort Worth, TX
• 11/2016 → 09/2018
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
• 09/2018 → Present
  Lpl Financial Llc
  Fort Worth, TX

Previous Registrations

• 2014-09-05 → 2018-09-11
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
  Fort Worth, TX
  Saginaw, TX
  Haltom City, TX
  Fort Worth, TX
• 2010-08-09 → 2014-09-09
  Edward Jones
  St Louis, MO
  Grapevine, TX
  Southlake, TX
  Grapevine, TX
• 2009-08-04 → 2010-07-14
  Wells Fargo Investments, Llc
  Albuquerque, NM
  Albuquerque, NM

Other Businesses

1. 9/7/2018 - Steadfast Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/15/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 2/27/2020 - JTW and sons cattle - Not Investment Related - County Rd 2735, Decatur TX 76234 - Other-Business Owner - Started 01/16/2020 - 2 Hours Per Month/0 Hours During Securities Trading - Selling cattle.

Exams

• S66 Uniform Combined State Law Examination
  2009-07-31

Other Names

• Tyler Williams