Unclaimed Profile

John Ray Williams

1776 WEALTH LLC·SANDY SPRINGS, Georgia

SIE, Series 3, Series 4, Series 7, Series 12, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record23 years registered1776 WEALTH LLC

750 HAMMOND DRIVE, SANDY SPRINGS, GA 30328CRD# 1865081Firm CRD# 286321

Profile Verification

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

Identity

John Ray Williams · SANDY SPRINGS, GA

Registration

CRD #1865081 · 1776 WEALTH LLC · 23 years registered

Brand Profile

Not yet started

Career History

GRF CAPITAL INVESTORS, INC.

May 2025 – present

M3SIXTY CAPITAL, LLC

Jan 2025 – present

WALNUT CREEK CAPITAL ADVISORS, LLC

Jan 2025 – present

INTEGRITY FUNDS DISTRIBUTOR, LLC

Sep 2024 – present

RESEARCH CAPITAL USA INC.

Jul 2024 – present

MATRIX 360 DISTRIBUTORS, LLC

Jan 2022 – present

ARONSON ASSET MANAGEMENT, INC.

Feb 2022 – Nov 2024

WINDER, GA

WILDERMUTH ASSET MANAGEMENT, LLC

Oct 2016 – Feb 2020

ALPHARETTA, GA

KALOS MANAGEMENT

Jul 2005 – Feb 2020

ALPHARETTA, GA

BEAR, STEARNS & CO. INC.

Jun 2003 – Aug 2004

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 12

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · June 13, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1776 WEALTH LLC

CRD 286321 · SEC 801-109928

AUM

$360M

Regulatory assets under management

Employees

363 client accounts

Services offered by 1776 WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 1776 WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does John Ray Williams offer?

John Ray Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANDY SPRINGS, Georgia for a consultation.

What are John Ray Williams's credentials?

John Ray Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Ray Williams located?

John Ray Williams is based in SANDY SPRINGS, Georgia, working with 1776 WEALTH LLC. Their office serves clients in the SANDY SPRINGS metropolitan area and surrounding communities.

How does John Ray Williams charge for services?

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

How large is 1776 WEALTH LLC?

1776 WEALTH LLC has approximately 2 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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