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Jacob Williams

Columbia Management Investment Advisers, LLC

Boston, MA

Greenland, NH

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Current Employers
Columbia Management Investment Advisers, Llc

290 Congress Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-08-06
  • MA RA
    APPROVED
    Since 2018-08-06

Branch Locations

290 Congress Street, Boston, MA 02210 • United States

Greenland, NH • 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
Fidelity Brokerage Services Llc Merrimack NH 04/2017 06/2018
Fidelity Investments Institutional Operations Company Inc Merrimack NH 08/2016 04/2017
Columbia Management Investment Distributors, Inc. Boston MA 07/2018 Present
Columbia Management Investment Advisers, Llc Boston MA 07/2018 Present
  • 04/2017 → 06/2018
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 08/2016 → 04/2017
    Fidelity Investments Institutional Operations Company Inc
    Merrimack, NH
  • 07/2018 → Present
    Columbia Management Investment Distributors, Inc.
    Boston, MA
  • 07/2018 → Present
    Columbia Management Investment Advisers, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-01
  • S66 Uniform Combined State Law Examination
    2017-07-01
Other Names
  • Jacob Ryan Williams
  • Jacob Williams
  • Jake Williams

View on SEC IAPD

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