Jonathan
Williams
Summit Trail Advisors, LLC
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About this Advisor
Jonathan Williams is a financial advisor based in Harrisburg, Pennsylvania, working with Summit Trail Advisors, LLC. Jonathan has previously held positions at Wilmington Trust, N.A, M & T Securities, Inc, Summit Trail Advisors, LLC, and Summit Trail Securities, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Jonathan is part of Summit Trail Advisors, LLC, which operates out of Harrisburg, Pennsylvania. The firm has 5 offices and 95 employees. The firm manages assets totaling $17.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Summit Trail Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Trail Advisors, LLC Brokerage Details
$17,651,630,433
95
10,249
$1,722,278
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jonathan Williams Work History
Summit Trail Securities, LLC
Summit Trail Advisors, LLC
M & T Securities, Inc
Wilmington Trust, N.A
Disclosures
Please visit the SEC profile of Jonathan 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 Summit Trail Advisors, LLC
Chicago, IL
New York, NY
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New York, NY
New York, NY
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