Jacob Anthony Williams

Employer firm

Becker Capital Management, Inc. CRD 110489

$5.73B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 06/2017 → 12/2025
  The Helmstar Group
  Boise, ID
• 08/2013 → 04/2017
  Texas Tech University
  Lubbock, TX
• 09/2018 → 12/2019
  Western Carolina University
  Cullowhee, NC
• 01/2020 → Present
  Boise State University
  Boise, ID
• 01/2026 → Present
  Becker Capital Management
  Boise, ID

Previous Registrations

• 2017-08-28 → 2026-01-19
  Helmstar Wealth Management
  Boise, ID

Other Businesses

1. BOISE STATE UNIVERSITY, 1910 UNIVERSITY DR. BOISE, ID 83725; 01/2020-PRESENT. NOT INVESTMENT-RELATED. NATURE-EDUCATION. DUTIES: TEACH/MANAGE CLASSROOM EXPERIENCE. 30 HOURS PER MONTH; 0 DURING TRADING HOURS. 2. JACOB WILLIAMS IS A LICENSED INSURANCE AGENT; HOWEVER, HE SPENDS ZERO TIME IN THE CAPACITY OF A LICENSED INSURANCE AGENT AND RECEIVED NO CASH/NON-CASH COMPENSATION IN THE CAPACITY OF A LICENSED INSURANCE AGENT.

Designations

• Certified Financial Planner

Other Names

• Jake Williams