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Jerry Milton Williams

ASSET MANAGEMENT ADVISORS, LLC·OKLAHOMA CITY, Oklahoma
Series 2, Series 65Clean record30 years registeredASSET MANAGEMENT ADVISORS, LLC
6307 WATERFORD BLVD., OKLAHOMA CITY, OK 73118-1117CRD# 2757858Firm CRD# 111309

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerry Milton Williams · OKLAHOMA CITY, OK
Registration
CRD #2757858 · ASSET MANAGEMENT ADVISORS, LLC · 30 years registered
Brand Profile
Not yet started
01

Career History

ASSET MANAGEMENT ADVISORS, LLC
Jul 1996 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · July 5, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASSET MANAGEMENT ADVISORS, LLC
CRD 111309 · SEC 801-56554
AUM
$171M
Regulatory assets under management
Employees
2
236 client accounts
Services offered by ASSET MANAGEMENT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ASSET MANAGEMENT ADVISORS, LLC →
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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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Nearby cities in Oklahoma
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Research
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