John
Williamson

Alexander Capital Wealth Management LLC

CRD#2357023
Investment Advisor
in Steilacoom, WA

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About this Advisor

John Williamson is a financial advisor based in Steilacoom, Washington, working with Alexander Capital Wealth Management LLC. John has previously held positions at Portfolio Strategies Inc, Edi Financial, Inc, Alexander Capital Wealth Management, LLC, Penny Lane Wealth Management, LLC, and Alexander Capital, Lp. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, John is part of Alexander Capital Wealth Management LLC, which operates out of Steilacoom, Washington. The firm has 16 offices and 26 employees. The firm manages assets totaling $120.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Alexander Capital Wealth Management LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Steilacoom, WA

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Alexander Capital Wealth Management LLC Brokerage Details

Total Assets Under Management

$120,789,910

WA Average: $10,121,009,343
Total Number of Employees

26

WA Average: 92
Total Number of Accounts

531

WA Average: 6,978
Average Account Size

$227,476

WA Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

John Williamson Work History

2023 - Present (1 year)

Penny Lane Wealth Management, LLC

2017 - Present (7 years)

Alexander Capital Wealth Management, LLC

2016 - Present (8 years)

Alexander Capital, Lp

1999 - Present (25 years)

Portfolio Strategies Inc

2001 - 2016 (15 years)

Edi Financial, Inc

2001 - 2023 (22 years)

Portfolio Strategies Inc

Disclosures

Please visit the SEC profile of John 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 Alexander Capital Wealth Management LLC

Scotty George
Red Bank, NJ
Jesus Quezada
Alhambra, CA
James Boyle
Red Bank, NJ
Paul Messina
Red Bank, NJ
Wesley Heinrichs
Atlanta, GA
Steven Bencivenga
Red Bank, NJ
Dustin Bachtel
Glasgow, MO
Joseph Amato
Red Bank, 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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