Jonathan
Williams
Summit Trail Advisors, LLC
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About this Advisor
Jonathan Williams is a financial advisor who works in Harrisburg, Pennsylvania, with 4 years of relevant experience. Williams works at Summit Trail Advisors, LLC. Throughout their career, they have worked at Wilmington Trust, N.A, M & T Securities, Inc, Summit Trail Advisors, LLC and Summit Trail Securities, LLC. Williams maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Summit Trail Advisors, LLC is an advisory firm operating out of New York, NY. It has offices in six locations and a total of 93 people on staff. It manages $15 billion in total assets between its 4,953 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 98 charities and foundations. Of its 4,953 customer accounts, 56% belong to high-net-worth investors who have greater than $1 million in investable assets. The company has a number of services, including 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. Financial management fees usually are based on the type of services provided. However, fees charged by Summit Trail Advisors, LLC most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Trail Advisors, LLC Brokerage Details
$14,487,629,910
93
4,953
$2,925,021
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
Jonathan has been registered as a financial advisor for 4 years.*
Summit Trail Securities, LLC
Summit Trail Advisors, LLC
M & T Securities, Inc
Wilmington Trust, N.A
*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 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
Corte Madera, CA
New York, NY
New York, NY
New York, NY
New York, NY
Chicago, IL
New York, NY
New York, NY
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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