Jonathan Williams
Tell me more about Jonathan Williams?
Jonathan Williams is a highly experienced professional with 17.6 years of work experience in the financial industry. He has a strong skill set in various areas such as series 7, series 66, series 31, strategic planning, marketing strategy, sales, alternative investments, and more. Based in the United States, Jonathan has held positions at reputable companies like Nigel Williams Rare Books, UBS, Morgan Stanley, and Morgan Stanley. He has a proven track record in wealth management, investment advisory, and portfolio management. With his expertise, Jonathan has contributed significantly to the success of these organizations.
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Emails and Phone Numbers
Work Experience
President
Book and Periodical Publishing
Jonathan Williams's Professional Milestones
- Wealth Management Analyst (2006-04-01~2006-10-01): Developing comprehensive strategies to secure the highest yield and minimize risks for the company.
- President (2011-06-01~): Expanding market reach through strategic partnerships and sustainable growth.
Skill
Series 7
Series 66
Series 31
Strategic Planning
Marketing Strategy
Sales
Alternative Investments
Series 63
Finra
Investments
Uniform Combined State Law
Asset Allocation
Wealth Management
Strategy
Investment Advisory
Mutual Funds
Securities
Investment Strategies
Separately Managed Accounts
Investment Management
Business Development
Wealth
Retirement Planning
Asset Management
Portfolio Management
Etfs
Financial Advisory
Fixed Income
Retirement
Hedge Funds
Wealth Management Services
Certification
Other Named Jonathan Williams
Frequently asked questions
We found 2 Jonathan Williams's email addresses
Jonathan Williams's social media include: Linkedin,
Jonathan Williams works for Nigel Williams Rare Books
Jonathan Williams's role in Nigel Williams Rare Books is President
Jonathan Williams works in the industry of Book and Periodical Publishing
Jonathan Williams's latest job experience is President at Nigel Williams Rare Books