Matthew
Elliott

J.F. Williams Co., Inc

CRD#5067009
Investment Advisor
in Denver, CO

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About this Advisor

Matthew Elliott is a certified financial planner who works in Denver, Colorado who has 15 years of relevant experience. Elliott works at J.F. Williams Co., Inc. They have spent their whole employment at J.f. Williams Co., Inc. Elliott maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Colorado and Texas. J.F. Williams Co., Inc is a registered investment company that has its headquarters in Denver, CO. It manages $206 million in total assets across its 487 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 487 accounts, 29% belong to high-net-worth clients who have more than $1 million in investable assets. The firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services are provided. Fees billed by J.F. Williams Co., Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

950 S. Cherry St. #414
Denver, CO 80246

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J.F. Williams Co., Inc Brokerage Details

Total Assets Under Management

$206,032,090

CO Average: $2,349,664,866
Total Number of Employees

4

CO Average: 28
Total Number of Accounts

487

CO Average: 1,101
Average Account Size

$423,064

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Matthew Elliott Work History

Matthew has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

J.F. Williams Co., Inc

*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 Matthew Elliott 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 J.F. Williams Co., Inc

Juan Guevara
Denver, CO
Matthew Elliott
Denver, CO
Adam Van Wert
Denver, CO
James Williams
Denver, CO

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.

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