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Jacqueline Donisha Williams

Felicity Financial LLC

Charlotte, NC

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Current Employers
Felicity Financial Llc

Charlotte, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-10-02
  • NC RA
    APPROVED
    Since 2023-10-02

Branch Locations

Charlotte, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bj's Wholesale Club Pineville NC 01/2026 02/2026
Charlotte-Mecklenburg Schools Charlotte NC 11/2022 03/2023
The Vanguard Group, Inc. Charlotte NC 03/2022 10/2022
Huntington National Bank Columbus OH 06/2018 05/2021
Amazon Akron OH 08/2021 11/2021
Canton City School District Canton OH 12/2016 04/2017
Canton City School District Canton OH 04/2017 06/2018
Quinnipiac University - Business School Hamden CT 01/2016 01/2018
Self-Employed Linden NJ 11/2015 09/2016
Felicity Financial Llc Charlotte NC 07/2023 Present
Charlotte-Mecklenburg Schools Charlotte NC 03/2023 01/2024
Ymca Charlotte NC 08/2023 07/2024
Mattie's Fish Market, Ltd. Canton OH 01/2020 05/2022
Union County Public Schools Monroe NC 02/2024 05/2025
  • 01/2026 → 02/2026
    Bj's Wholesale Club
    Pineville, NC
  • 11/2022 → 03/2023
    Charlotte-Mecklenburg Schools
    Charlotte, NC
  • 03/2022 → 10/2022
    The Vanguard Group, Inc.
    Charlotte, NC
  • 06/2018 → 05/2021
    Huntington National Bank
    Columbus, OH
  • 08/2021 → 11/2021
    Amazon
    Akron, OH
  • 12/2016 → 04/2017
    Canton City School District
    Canton, OH
  • 04/2017 → 06/2018
    Canton City School District
    Canton, OH
  • 01/2016 → 01/2018
    Quinnipiac University - Business School
    Hamden, CT
  • 11/2015 → 09/2016
    Self-Employed
    Linden, NJ
  • 07/2023 → Present
    Charlotte, NC
  • 03/2023 → 01/2024
    Charlotte-Mecklenburg Schools
    Charlotte, NC
  • 08/2023 → 07/2024
    Ymca
    Charlotte, NC
  • 01/2020 → 05/2022
    Mattie's Fish Market, Ltd.
    Canton, OH
  • 02/2024 → 05/2025
    Union County Public Schools
    Monroe, NC
Other Businesses

FELICITY FINANCIAL LLC - FINANCIAL ADVISORY SERVICES - INVESTMENT RELATED, PRESIDENT/CEO, CHARLOTTE, NC NAME OF BUSINESS: JD INVESTMENT & CONSULTING FIRM, LLC NON-INVESTMENT RELATED ADDRESS (City/State): CHARLOTTE, NC NATURE OF BUSINESS: TAX PREPARATION POSITION: CONSULTANT AND TAX PREPARER START DATE (Month/Year): 04/2007 APPROXIMATE HOURS PER MONTH: 0 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: TAX PREPARATION SERVICES NAME OF BUSINESS: INDEPENDENT SOURCE PUBLISHINGS, LLC NON-INVESTMENT ADDRESS (City/State): Canton, OH NATURE OF BUSINESS: LLC POSITION: Owner START DATE (Month/Year): 06/2017 APPROXIMATE HOURS PER MONTH: 0 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: WRITER, PUBLISHER, COPYRIGHT FILINGS NAME OF BUSINESS: MATTIE'S FISH MARKET, Ltd NON-INVESTMENT ADDRESS (City/State): Canton, OH NATURE OF BUSINESS: MOBILE FISH AND SEAFOOD BUSINESS POSITION: OWNER START DATE (Month/Year): 01/2020 APPROXIMATE HOURS PER MONTH: (0) Inactive NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: OPERATIONS/MANAGEMENT, SALES AND TAX FILINGS NAME OF BUSINESS: Jacqueline D. Williams NON-INVESTMENT RELATED ADDRESS (City/State): CHARLOTTE, NC NATURE OF BUSINESS: Ride-Share (Lyft and Uber) POSITION: Driver START DATE (Month/Year): 04/2024 APPROXIMATE HOURS PER MONTH: 0 - 100 NUMBER OF HOURS DURING TRADING HOURS: 0 - 10 hours per week DUTIES: Drive to learn more about the regional area, the communities and the people; while earning some extra cash in the process.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-05
S63 Uniform Securities Agent State Law Examination 2022-09-23
  • S66 Uniform Combined State Law Examination
    2022-10-05
  • S63 Uniform Securities Agent State Law Examination
    2022-09-23
Other Names
  • Jacqueline D Williams
  • Jacquelin D Williams
  • Jacqueline Williams

View on SEC IAPD

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