John F Williams

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2014 → 04/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 10/2014 → 04/2023
  Bank Of America, N.A.
  San Francisco, CA
• 04/2023 → Present
  Morgan Stanley Smith Barney Llc
  San Rafael, CA
• 06/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-04-23 → 2023-04-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Mill Valley, CA

Exams

• S66 Uniform Combined State Law Examination
  2012-04-21

Other Names

• Jack Francis Williams