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Beth Alisandra Williamson

J & A FINANCIAL SERVICES, LLC·VIRGINIA BEACH, Virginia
Clean recordJ & A FINANCIAL SERVICES, LLC
192 BALLARD CT, VIRGINIA BEACH, VA 23462CRD# 7819223Firm CRD# 328641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Beth Alisandra Williamson · VIRGINIA BEACH, VA
Registration
CRD #7819223 · J & A FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Beth Alisandra Williamson is a registered financial advisor based in VIRGINIA BEACH, Virginia, affiliated with J & A FINANCIAL SERVICES, LLC. 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
GRATUS WEALTH ADVISORS LLC
GRATUS WEALTH ADVISORS LLC
AUM
$591M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at GRATUS WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ANNUAL RETAINER BASED
Regulatory
SEC/IARD CRD# 7819223
Firm CRD# 328641
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Beth Alisandra Williamson offer?
Beth Alisandra Williamson specializes in Financial Planning, Investment Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.
What are Beth Alisandra Williamson's credentials?
Beth Alisandra Williamson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Beth Alisandra Williamson located?
Beth Alisandra Williamson is based in VIRGINIA BEACH, Virginia, working with J & A FINANCIAL SERVICES, LLC. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.
How does Beth Alisandra Williamson charge for services?
Beth Alisandra Williamson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: annual retainer based. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J & A FINANCIAL SERVICES, LLC?
J & A FINANCIAL SERVICES, LLC has approximately 7 employees and manages $591M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at J & A FINANCIAL SERVICES, LLC

Chad Tyler Williamson
VIRGINIA BEACH, VA
Jennifer Stone Reasor
VIRGINIA BEACH, VA
Cline Edward Reasor
VIRGINIA BEACH, VA

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Research
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