JONATHAN GRAHAM WILLIAMS is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2025-01-17 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2014-03-28 | 2025-01-22 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2008-01-01 | 2014-03-31 | — |
| A. G. EDWARDS & SONS, INC. | 2004-01-22 | 2008-01-01 | — |