Unclaimed Profile

John Thomas Williams

LAKEVIEW CAPITAL PARTNERS, LLC·ATLANTA, Georgia

SIE, Series 7, Series 63, Series 66, Series 99TOCFPClean record22 years registeredLAKEVIEW CAPITAL PARTNERS, LLC

1201 PEACHTREE STREET NE, ATLANTA, GA 30361CRD# 4225657Firm CRD# 165931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Thomas Williams · ATLANTA, GA

Registration

CRD #4225657 · LAKEVIEW CAPITAL PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

BISON WEALTH, LLC

Jan 2025 – present

BISON WEALTH, LLC

May 2013 – Dec 2024

ATLANTA, GA

WELLS FARGO ADVISORS, LLC

Jan 2008 – May 2013

ATLANTA, GA

A. G. EDWARDS & SONS, INC.

Sep 2003 – Jan 2008

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Series 99TO

Registration record

First registered · September 16, 2003

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BISON WEALTH, LLC

CRD 165931 · SEC 801-78287

AUM

$1.6B

Regulatory assets under management

Employees

4,347 client accounts

Services offered by BISON WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BISON WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does John Thomas Williams offer?

John Thomas Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are John Thomas Williams's credentials?

John Thomas Williams holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Thomas Williams located?

John Thomas Williams is based in ATLANTA, Georgia, working with LAKEVIEW CAPITAL PARTNERS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does John Thomas Williams charge for services?

John Thomas Williams's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAKEVIEW CAPITAL PARTNERS, LLC?

LAKEVIEW CAPITAL PARTNERS, LLC has approximately 47 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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