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Jennifer Kay Williams

GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC·DALLAS, Texas
Series 7, Series 63, Series 65Clean record9 years registeredGREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC
1901 N. AKARD STREET, DALLAS, TX 75201CRD# 4812847Firm CRD# 160830

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Kay Williams · DALLAS, TX
Registration
CRD #4812847 · GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

JENNY WILLIAMS FINANCIAL SERVICES LLC
Jul 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · July 25, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC
CRD 160830 · SEC 801-74396
AUM
$1.0B
Regulatory assets under management
Employees
4
1 client accounts
Services offered by GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jennifer Kay Williams offer?
Jennifer Kay Williams specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Jennifer Kay Williams's credentials?
Jennifer Kay Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Kay Williams located?
Jennifer Kay Williams is based in DALLAS, Texas, working with GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Jennifer Kay Williams charge for services?
Jennifer Kay Williams's firm is compensated through performance-based fees, other: reimbursement for operating expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC?
GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC

Ginette Rowe Beecherl
DALLAS, TX
Frederick Earle Rowe
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