Jeremy
Williamson

Fulcrum Capital, LLC

CRD#7213501
Investment Advisor
in Seattle, WA

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About this Advisor

Jeremy Williamson is a financial advisor operating in Seattle, Washington. Williamson is currently employed by Fulcrum Capital, LLC. The advisor has gained experience at Edward Jones, Olympia Coffee Roasting Company, Vessel Coffee Roasters, Coeur Coffeehouse, Manners Coffee Roasting, Heart Coffee Roasters, Apella Capital, LLC and Fulcrum Capital, LLC. Williamson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington. Fulcrum Capital, LLC is an advisory company that has its headquarters in Seattle, WA. It administers $746 million in assets under management between its 502 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves 14 charities and foundations. Of its 502 accounts, 89% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically are based on the type of financial services. Fee types billed by Fulcrum Capital, LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

800 Fifth Avenue Suite 3800
Seattle, WA 98104

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Fulcrum Capital, LLC Brokerage Details

Total Assets Under Management

$746,266,303

WA Average: $3,566,627,242
Total Number of Employees

12

WA Average: 46
Total Number of Accounts

502

WA Average: 1,499
Average Account Size

$1,486,586

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jeremy Williamson Work History

Jeremy has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Fulcrum Capital, LLC

2021 - Present (3 years)

Apella Capital, LLC

2020 - 2021 (1 year)

Edward Jones

2017 - 2020 (3 years)

Olympia Coffee Roasting Company

2015 - 2017 (2 years)

Vessel Coffee Roasters

2013 - 2015 (2 years)

Coeur Coffeehouse

2013 - 2015 (2 years)

Manners Coffee Roasting

2010 - 2013 (3 years)

Heart Coffee Roasters

*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 Jeremy Williamson 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 Fulcrum Capital, LLC

Di Thigpen-Shankles
Seattle, WA
Hans Krippaehne
Seattle, WA
Janet Welcher
Seattle, WA
Robert Gilmore
Seattle, WA
Adam Hicks
Seattle, WA
Brander Richmond
Seattle, WA
Jeremy Williamson
Seattle, WA
Michelle Mathieu
Seattle, WA

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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