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Jared Foster Williams

Tolleson Private Wealth Management

Dallas, TX

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Current Employers
Tolleson Private Wealth Management

5500 Preston Road Suite 250, Dallas, TX 75205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-18
  • TX RA
    APPROVED
    Since 2024-07-18

Branch Locations

5500 Preston Road Suite 250, Dallas, TX 75205 • 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
Campbell University Buies Creek NC 06/2016 12/2020
City National Bank Los Angeles CA 05/2019 08/2019
First Citizens Bank Raleigh NC 06/2020 07/2020
Tolleson Private Bank Dallas TX 10/2020 03/2022
Tolleson Private Wealth Management Dallas TX 03/2022 Present
  • 06/2016 → 12/2020
    Campbell University
    Buies Creek, NC
  • 05/2019 → 08/2019
    City National Bank
    Los Angeles, CA
  • 06/2020 → 07/2020
    First Citizens Bank
    Raleigh, NC
  • 10/2020 → 03/2022
    Tolleson Private Bank
    Dallas, TX
  • 03/2022 → Present
    Tolleson Private Wealth Management
    Dallas, TX
Designations

View on SEC IAPD

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