Jared
Williams
Trek Financial
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About this Advisor
Jared Williams is a certified financial planner who works in Scottsdale, Arizona with a total of 1 year of industry experience. Williams currently works for Trek Financial. The advisor has gained experience at Axa Advisors, LLC, Bauer Captain & Johnson, Inc, Levin Funding Group, Paradigm Stratagem D/B/A Jw Risk Management, Heritage Wealth Management, LLC and Trek Financial, LLC. Williams holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Arizona. Trek Financial is an advisory firm based out of Scottsdale, AZ. It has offices in 30 locations and a total of 57 employees. It handles $2 billion in assets under management among its 9,873 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises six charities and foundations. Of its 9,873 customer accounts, just 9% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees usually are based on which services are offered. Fee types billed by Trek Financial can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trek Financial Brokerage Details
$1,876,635,074
57
9,873
$190,077
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jared Williams Work History
Jared has been registered as a financial advisor for 1 years.*
Trek Financial, LLC
Heritage Wealth Management, LLC
Levin Funding Group
Paradigm Stratagem D/B/A Jw Risk Management
Bauer Captain & Johnson, Inc
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jared 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 Trek Financial
Scottsdale, AZ
Vernal, UT
Heber City, UT
Scottsdale, AZ
Tacoma, WA
San Clemente, CA
Sandy, UT
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
