John
Williams
Bautis Financial, LLC
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About this Advisor
John Williams is a financial advisor based in Montclair, New Jersey, working with Bautis Financial, LLC. John has previously held positions at Massmutual Life Insurance Company, Mml Investors Services, Woosh Athletic, LLC (Dba - Modern Athlete), Bautis Financial, Na, and Bautis Financial, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, and New York. Currently, John is part of Bautis Financial, LLC, which operates out of Montclair, New Jersey. The firm has one office and five employees. The firm manages assets totaling $122.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Bautis Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bautis Financial, LLC Brokerage Details
$121,970,868
5
676
$180,430
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
John Williams Work History
Bautis Financial, LLC
Mml Investors Services
Na
Bautis Financial
Massmutual Life Insurance Company
Woosh Athletic, LLC (Dba - Modern Athlete)
Disclosures
Please visit the SEC profile of John 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 Bautis Financial, LLC
Montclair, NJ
Montclair, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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