Kerri Williams
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Henrietta, TX 76365
Credentials
CFP®, Series 66
Industry experience
7 years
About
Kerri Williams is a CFP® and holds a Series 66 license with eight years at Edward Jones and a total of seven years in the financial industry. Prior to joining Edward Jones in 2018, she worked with the City of Henrietta and the Henrietta Independent School District. Outside of her advisory role, she is involved in Williams Realty & Auction LLC, an auction and real estate business in Henrietta, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory and wealth management solutions. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering discretionary and non-discretionary strategies under a fiduciary standard.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
107 N Main Street
Henrietta, TX 76365
Most active in
Kerri W has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Edward Jones
2018 - Present (8 years)
HOMEMAKER
2018 - 2018 (1 year)
City of Henrietta
2016 - 2017 (1 year)
Henrietta Independent School District
2008 - 2018 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Cody C
Series 63
Henrietta, TX
Momentum Independent Network Inc.
Cody Cody is a financial advisor with Momentum Independent Network Inc., holding a Series 63 designation and 28 years of industry experience. He has been with Momentum Independent Network since 2012. Outside of his advisory role, he serves as vice president of the Texoma Stewardship Coalition and is a board member of the Henrietta Boy Scouts chapter. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment management, offering various discretionary and non-discretionary account options and municipal bond strategies sponsored by affiliated entities.
Bradley Y
Series 66
Henrietta, TX
Edward Jones
Bradley Yurcho is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Yurcho serves as president of the Henrietta ISD Board of Trustees, a role involving oversight and coordination with the school superintendent and administration. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its advisory services with a large nationwide network of financial advisors and branch offices.
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