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Jerry Milton Williams

ASSET MANAGEMENT ADVISORS, LLC·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
6307 WATERFORD BLVD., OKLAHOMA CITY, OK 73118-1117CRD# 2757858Firm CRD# 111309
01

About

Jerry Milton Williams is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with ASSET MANAGEMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ASSET MANAGEMENT ADVISORS, LLC
ASSET MANAGEMENT ADVISORS, LLC
AUM
$171M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ASSET MANAGEMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2757858
Firm CRD# 111309
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerry Milton Williams offer?
Jerry Milton Williams specializes in Investment Management, Fee-Only Advisory. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Jerry Milton Williams's credentials?
Jerry Milton Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Milton Williams located?
Jerry Milton Williams is based in OKLAHOMA CITY, Oklahoma, working with ASSET MANAGEMENT ADVISORS, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Jerry Milton Williams charge for services?
Jerry Milton Williams's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET MANAGEMENT ADVISORS, LLC?
ASSET MANAGEMENT ADVISORS, LLC has approximately 2 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET MANAGEMENT ADVISORS, LLC

Laura Ann Roy
OKLAHOMA CITY, OK
Scott Glenn Davis
OKLAHOMA CITY, OK

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
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Research
Advisor Fees in OklahomaNational Fee Analysis
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