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Credentials
CFP®, Series 63
Experience Industry experience
28 years
Location
Poplarville, MS 39470
LPL Financial
Institution
Jon Williams is a financial advisor with LPL Financial in Poplarville, MS, holding the CFP® and Series 63 designations and bringing 28 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Guardian Life Insurance Co. of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Poplarville, MS W North St
204 W North St
Poplarville MS 39470
Advisors at this office
1
Mississippi · Texas
28 years of industry experience
LPL Financial, LLC
2021 - Present • 5 years
Poplarville, MS
Woodbury Financial Services, Inc.
2019 - 2021 • 2 years
Poplarville, MS
Questar Asset Management
2016 - 2019 • 3 years
Minneapolis, MN
Questar Capital Corporation
2006 - 2019 • 13 years
Minneapolis, MN
Guardian Life Insurance Co Of America
1998 - 2021 • 23 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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