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Jacob Williams

Advisor at Williams & Novak Wealth Management, LLC — Homer, AK

Updated today

Credentials

Series 63, Series 66

Experience

25 years

Location

Homer, AK

Williams & Novak Wealth Management, LLC logo

Williams & Novak Wealth Management, LLC

Team

Total advisors

5

Across 4 offices

Clients per advisor

55 Typical

Avg AUM per client

$1,215,068 Typical

HNW client ratio

39% High

About

Jacob Williams is a financial advisor at Williams & Novak Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, Western International Securities, and Alexander Capital. Williams serves as a board member for the Griffin Board of Education and owns Williams & Novak Tax Partners, LLC. Williams & Novak Wealth Management is a team-based registered investment adviser serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $343 million for about 275 clients using proprietary models, sub-advisor solutions, and direct-indexing strategies with a focus on customization and tax-loss harvesting.

Client services

Based on Williams & Novak Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Williams & Novak Wealth Management, LLC

Tax-loss harvesting

Occupation focus

Based on Williams & Novak Wealth Management, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning range from $1,000 to $20,000 per engagement; retainer fees billed monthly or quarterly, typically $1,000 to $20,000 per year

Percentage

$0+: Negotiable, up to 2.25% annually including sub-advisors $0 - $2,000,000: Tiered or breakpoint fees may apply, negotiated by Financial Advisor

Commissions

Some Financial Advisors are licensed insurance agents and receive commissions on insurance product sales

Project-based

$150 to $500 per hour for financial planning services

Subscriptions

Altruist One Program subscription fee monthly, details per Altruist's Terms of Use; may be charged to clients or absorbed by firm

Other

Account minimum: $2,000 Fee-only: Financial planning fixed fees range from $1,000 to $20,000 per project; hourly fees range from $150 to $500 per hour; retainer fees range from $1,000 to $20,000 per year

Location

See office

Homer, AK

Homer AK

Advisors at this office

1

Most active in

Alaska · California · Texas

Work history

25 years of industry experience

Alexander Capital, L.P.

2026 - Present • 1 year

Red Bank, NJ

Williams & Novak Wealth Management, LLC

2023 - Present • 3 years

Westlake Village, CA

Dynamic Wealth Advisors DBA Williams & Novak Wealth Management

2023 - 2023 • 1 year

Phoenix, AZ

Western International Securities, Inc.

2019 - 2023 • 4 years

Pasadena, CA

Charles Schwab Bank

2005 - 2019 • 14 years

Pasadena, CA

Charles Schwab & Co., Inc.

2000 - 2019 • 19 years

Pasadena, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Barbi F

CFP®, Series 66

Homer, AK

Edward Jones

Barbi Failor is a CFP®-certified financial advisor with Edward Jones, based in Homer, AK, and has eight years of industry experience. She has been with Edward Jones since 2017 and previously worked for the State of Alaska from 2003 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Wealth management General retirement planning Founder/Business Owner
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Van H

Series 66

Homer, AK

Raymond James Financial

Van Hawkins is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has held roles at Raymond James since 2015. Outside of his advisory work, Hawkins serves on the finance committee of The Homer Foundation, overseeing its investment accounts. Additionally, he operates a home monitoring service in Homer, Alaska. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its unique institutional arrangements.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robert G

Series 63, Series 65

Homer, AK

OSAIC

Robert Green is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, Green serves as a part-time Small Business Advisor for the Alaska Small Business Development Center and works seasonally as a tax preparer. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using a variety of investment vehicles, supported by multiple advisory platforms and third-party providers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Karen R

Series 66

Homer, AK

Edward Jones

Karen Rounds is a Series 66-licensed financial advisor with Edward Jones in Ruidoso, NM, where she has worked since 2014, accumulating 11 years of industry experience. In addition to her advisory role, she is co-manager of a rental property business based in Windom, MN. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew N

Series 63, Series 66

Homer, AK

Edward Jones

Matthew North is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is the owner and captain of a Bristol Bay commercial fishing boat. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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