Unclaimed Profile

Jonathan Mark Williams

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY·MECHANICSBURG, Pennsylvania

Series 6, Series 63Clean record14 years registeredMIGHTY 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 · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

Mar 2023 – Dec 2024

MECHANICSBURG, PA

AUA CAPITAL MANAGEMENT

Jan 2014 – Oct 2014

MECHANICSBURG, PA

COASTAL INVESTMENT ADVISORS

Mar 2012 – Jan 2014

WILMINGTON, DE

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · March 14, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

CRD 123322 · SEC 801-101544

AUM

$287M

Regulatory assets under management

Employees

676 client accounts

Services offered by MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY →

Introduction

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Frequently Asked Questions

What services does Jonathan Mark Williams offer?

Jonathan Mark Williams specializes in Financial Planning, Investment Management.

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, last registered with MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY.

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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