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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Wave harborMeridian pathway
- Established Date
- 01-01-1999
- Office Locations
- 2
Office Locations
About J.f. Williams Co., Inc.
J. F. Williams Co., Inc. is a Denver-based advisory firm serving the Colorado Front Range and clients virtually nationwide since 1995. The team delivers financial planning and ongoing investment guidance for people building their financial lives and those nearing retirement, aligning assets with personal goals and helping clients navigate life transitions. Public filings indicate custody relationships including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW ANDERSON ELLIOTT
Chief Compliance Officer, Chief Executive Officer, Financial Planner
- CRD
- #5067009
- Ownership
- 50% but less than 75%
JAMES FRANK WILLIAMS
Financial Advisor
- CRD
- #4425981
- Ownership
- 25% but less than 50%
Timber pathway
Legacy value
- CRD
- #80019
- Ownership
- 30.9%
Showing 2 of 4 owners & executives
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Holly Christina Pickens
Financial Planner
- CRD
- #7362034
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $286,482,879 | $574,114 |
| Total | $286,482,879 | $574,114 |
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Separately Managed Accounts
Total SMA Asset: $286,482,879
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,077,839,985 | 26.5% |
| Private Funds | $1,183,590,323 | 29.1% |
| Cash | $1,805,890,390 | 44.4% |
| Total | $4,067,320,698 | 100.0% |