Jeffrey
Williams
Blackrock Investment Management, LLC
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About this Advisor
Jeffrey Williams is a financial advisor working in Princeton, New Jersey who has 1 year of industry experience. Williams is currently employed by Blackrock Investment Management, LLC. Their career trajectory has included roles at Wells Fargo Funds Distributor, St. Lawrence University, Wells Fargo, Star Island Yacht Club, Dover Sherborn High School, St. Lawrence Athletics, Columbia Management Investment Distributors, Inc, Blackrock and Blackrock Investments, LLC. Williams has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts and New Jersey. Blackrock Investment Management, LLC is a registered investment firm that has its headquarters in Princeton, NJ. The company has offices in 19 locations and a total of 1,157 employees. It controls $403 billion in assets among its 44,867 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 1,374 charities and foundations. Of its 44,867 customer accounts, 30% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Blackrock Investment Management, LLC provides a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which service is offered. However, fees charged by Blackrock Investment Management, LLC likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blackrock Investment Management, LLC Brokerage Details
$402,869,110,523
1,157
44,867
$8,979,185
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jeffrey Williams Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Blackrock
Blackrock Investments, LLC
Columbia Management Investment Distributors, Inc
Wells Fargo Funds Distributor
St. Lawrence University
Wells Fargo
St. Lawrence Athletics
St. Lawrence University
Star Island Yacht Club
St. Lawrence University
Dover Sherborn High School
St. Lawrence University
*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 Jeffrey 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 Blackrock Investment Management, LLC
Princeton, NJ
New York, NY
New York, NY
New York, NY
Boston, MA
Princeton, NJ
San Francisco, CA
Boston, MA
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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