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John Howard Williams

Mckinley Carter Wealth Services, Inc.

Wheeling, WV

Charleston, WV

CRD 6308208

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Employer firm

Mckinley Carter Wealth Services, Inc. CRD 135184

$2.31B regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • INVESTMENT CONSULTING

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

Current Employers
Mckinley Carter Wealth Services, Inc.

2100 Market Street, Wheeling, WV 26003 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-09-01
TX RA APPROVED_RES 2018-07-18
WV RA APPROVED 2014-04-07
  • LA RA
    APPROVED
    Since 2022-09-01
  • TX RA
    APPROVED_RES
    Since 2018-07-18
  • WV RA
    APPROVED
    Since 2014-04-07

Branch Locations

2100 Market Street, Wheeling, WV 26003 • United States

129 Summer Street Suite 200, Charleston, WV 25301 • 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
Mckinley Carter Wealth Services, Inc. Wheeling WV 12/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-21
  • S65 Uniform Investment Adviser Law Examination
    2013-12-21
Designations
  • Certified Financial Planner
Other Names
  • Jay Williams

View on SEC IAPD

Nearby Firms

FORT HENRY CAPITAL, LLC
SECURITY CAPITAL MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

RUSSELL WAYNE DUNKIN
JEREMY JUSTIN LOWE
JOSHUA EARL BRAUNLICH

Nearby Offices

FORT HENRY CAPITAL, LLC · WHEELING, WV
SECURITY CAPITAL MANAGEMENT · WHEELING, WV
AMERIPRISE FINANCIAL SERVICES, LLC · Wheeling, WV

More in Wheeling, WV

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