Jacob Williams is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | 2023-10-12 | present | Yes |
| DYNAMIC ADVISOR SOLUTIONS LLC | 2023-05-31 | 2023-11-28 | — |
| DYNAMIC ADVISOR SOLUTIONS LLC | 2023-04-28 | 2023-04-28 | — |
| WESTERN INTERNATIONAL SECURITIES, INC. | 2019-03-22 | 2023-06-01 | — |
| CHARLES SCHWAB & CO., INC. | 2006-10-02 | 2019-03-12 | — |