Alexander Jon Williams

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1999 → 06/2024
  Edward D. Jones & Co., L.P.
  St. Louis, MO
• 06/2024 → Present
  Lpl Financial Llc
  Lacey, WA

Previous Registrations

• 2007-01-29 → 2024-06-21
  Edward Jones
  Tumwater, WA
  Lacey, WA
  Wellington, FL

Other Businesses

1- 05/2024 / Cole Point LLC / Real Estate Rental / Investment Related / 5 hrs mnth / start 05/02/2022 2- 05/2024 / Stone City / Other - Business Owner / Non Investment Related / start 05/23/2022 3- 05/2024 / Criterion Capital / Other - Business Owner / Non Investment Related / start 04/23/2022 4- 05/2024 / Tenino Financial Center / Other - Business Owner / Non Investment Related / start 12/12/2022 5- 05/2024 / Whisky River / Real Estate Rental / Investment Related / start 06/01/2012 6- 05/2024 / Stable Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 120 hrs mnth / 6 hrs during trading 7- 05/2024 / Stable Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 120 hrs mnth / 6 hrs during trading 8- 10/08/2024 - Stable Wealth Holdings company LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 06/20/2024 - 40 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2007-01-15
• S63 Uniform Securities Agent State Law Examination
  1999-09-09

Designations

• Certified Financial Planner

Other Names

• Alex Jon Williams
• Alex Williams