Jeffrey
Williams

Columbia Management Investment Advisers, LLC

CRD#6649882
Investment Advisor
in Boston, MA

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About this Advisor

Jeffrey Williams is a financial advisor in Boston, Massachusetts. Currently a registered advisor with Columbia Management Investment Advisers, LLC, they have gathered 10 years of work experience. Williams maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Williams is registered to work with investors based out of Massachusetts. Williams has gained experience at Wells Fargo Funds Distributor, St. Lawrence University, Wells Fargo, Star Island Yacht Club, Dover Sherborn High School, Commonwealth Lacrosse, St. Lawrence Athletics, Zaftigs, Captain Mardens Seafood and Columbia Management Investment Distributors, Inc. Columbia Management Investment Advisers, LLC is based out of Boston, Massachusetts, and has nine other brick-and-mortar locations in the nation. In total, Columbia Management Investment Advisers, LLC manages $359 billion in assets covering 4,312 client accounts and employs more than 994 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 4,269 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 6% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Columbia Management Investment Advisers, LLC offers portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. The firm's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

225 Franklin Street
Boston, MA 02110

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$359,353,104,490

MA Average: $16,012,751,954
Total Number of Employees

994

MA Average: 118
Total Number of Accounts

4,312

MA Average: 4,567
Average Account Size

$83,337,918

MA Average: $3,506,186

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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
  • Other

Jeffrey Williams Work History

Jeffrey has 10 years of experience.

2018 - Present (2 years)

Columbia Management Investment Distributors, Inc

2016 - 2018 (2 years)

Wells Fargo Funds Distributor

2015 - 2016 (1 year)

St. Lawrence University

2015 - 2015 (< 1 year)

Wells Fargo

2015 - 2016 (1 year)

St. Lawrence Athletics

2014 - 2015 (1 year)

St. Lawrence University

2014 - 2014 (< 1 year)

Star Island Yacht Club

2013 - 2014 (1 year)

St. Lawrence University

2013 - 2013 (< 1 year)

Dover Sherborn High School

2012 - 2013 (1 year)

St. Lawrence University

2012 - 2012 (< 1 year)

Dover Sherborn High School

2011 - 2012 (1 year)

Commonwealth Lacrosse

2011 - 2011 (< 1 year)

Dover Sherborn High School

2011 - 2011 (< 1 year)

Zaftigs

2010 - 2011 (1 year)

Dover Sherborn High School

2010 - 2010 (< 1 year)

Captain Mardens Seafood

Disclosures

Jeffrey Williams has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Chase Stratton
Boston, MA
Richard Faria
Birmingham, MI
Peter Oliphant
Seattle, WA
Mary Dixon
Boston, MA
Nathaniel Thompson
Boston, MA
Martin Courage
Boston, MA
Andrew Stevenson
Summit, NJ
Robert Carpenter
Boston, MA

This content was compiled from the SEC and FINRA.

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