Jacob
Williams
Williams & Novak Wealth Management, LLC
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About this Advisor
Jacob Williams is a financial advisor based in Homer, Alaska, working with Williams & Novak Wealth Management, LLC. Jacob has previously held positions at Western International Securities, Inc, Dynamic Wealth Advisors Dba Williams & Novak Wealth Management, Williams & Novak, LLC, Charles Schwab Bank, and Charles Schwab & Co., Inc. Jacob has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alaska, California, Louisiana, Missouri, and Texas. Currently, Jacob is part of Williams & Novak Wealth Management, LLC, which operates out of Homer, Alaska. The firm has 4 offices and 3 employees. The firm manages assets totaling $237.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Williams & Novak Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Williams & Novak Wealth Management, LLC Brokerage Details
$237,547,719
3
703
$337,906
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jacob Williams Work History
Williams & Novak, LLC
Dynamic Wealth Advisors Dba Williams & Novak Wealth Management
Western International Securities, Inc
Charles Schwab Bank
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of Jacob Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Williams & Novak Wealth Management, LLC
Huntington Beach, CA
Claremont, CA
Westlake Village, CA
Homer, AK
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