# JARED DUANE WILLIAMS

JARED DUANE WILLIAMS is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with TREK FINANCIAL, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TREK FINANCIAL, LLC](https://search.stillhousedata.com/firm/109376) | 2022-12-07 | present | Yes |
| [HERITAGE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/287909) | 2017-07-06 | 2022-11-17 | — |
| [HERITAGE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/158107) | 2016-07-11 | 2017-08-18 | — |
| [LEVIN FUNDING GROUP LLC](https://search.stillhousedata.com/firm/170087) | 2015-10-22 | 2019-01-02 | — |
| [TREK FINANCIAL, LLC](https://search.stillhousedata.com/firm/109376) | 2005-12-19 | 2016-07-13 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2005-03-11 | 2014-04-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4683167)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4683167.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.