Jack R Williams

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2026 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 09/2025 → 07/2026
  Unemployed
  Brighton, MI
• 06/2025 → 08/2025
  Balanced Asset Strategies Ltd.
  La Grange, IL
• 08/2024 → 05/2025
  Unemployed
  Brighton, MI
• 06/2024 → 07/2024
  Investar Bank
  Baton Rouge, LA
• 01/2023 → 05/2024
  Unemployed
  Brighton, MI
• 01/2022 → 12/2022
  Terri Lloyd & Co
  Brighton, MI
• 06/2016 → 12/2021
  Unemployed
  Brighton, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-28

Other Names

• Jack Rafferty Williams
• Jack Williams