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Jonathan Mark Williams

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY·MECHANICSBURG, Pennsylvania
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
940 CENTURY DRIVE, MECHANICSBURG, PA 17055-4376CRD# 2285508Firm CRD# 123322

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Mark Williams · MECHANICSBURG, PA
Registration
CRD #2285508 · MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jonathan Mark Williams is a registered financial advisor based in MECHANICSBURG, Pennsylvania, affiliated with MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
AUM
$287M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2285508
Firm CRD# 123322
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Mark Williams offer?
Jonathan Mark Williams specializes in Financial Planning, Investment Management. Contact their office in MECHANICSBURG, Pennsylvania for a consultation.
What are Jonathan Mark Williams's credentials?
Jonathan Mark Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Mark Williams located?
Jonathan Mark Williams is based in MECHANICSBURG, Pennsylvania, working with MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY. Their office serves clients in the MECHANICSBURG metropolitan area and surrounding communities.
How does Jonathan Mark Williams charge for services?
Jonathan Mark Williams's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY?
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY has approximately 4 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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