Unclaimed Profile

John Deforrest Williamson

PORTFOLIO STRATEGIES INC·TACOMA, Washington

SIE, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredPORTFOLIO STRATEGIES INC

621 PACIFIC AVENUE SUITE 15, TACOMA, WA 98402CRD# 2357023Firm CRD# 104685

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Deforrest Williamson · TACOMA, WA

Registration

CRD #2357023 · PORTFOLIO STRATEGIES INC · 24 years registered

Brand Profile

Not yet started

Career History

PENNY LANE WEALTH MANAGEMENT, LLC

Mar 2023 – present

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Sep 2017 – present

ALEXANDER CAPITAL, L.P.

Dec 2016 – present

TAHOMA INVESTMENT ADVISORS, LLC

Apr 2009 – Jun 2011

TACOMA, WA

FOCUS INVESTMENTS NW, INC.

Mar 2006 – May 2008

TACOMA, WA

PORTFOLIO STRATEGIES INC

Dec 2001 – Jan 2023

TACOMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 19, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTFOLIO STRATEGIES INC

CRD 104685 · SEC 801-18475

AUM

$60M

Regulatory assets under management

Employees

383 client accounts

Services offered by PORTFOLIO STRATEGIES INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PORTFOLIO STRATEGIES INC →

Introduction

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Frequently Asked Questions

What services does John Deforrest Williamson offer?

John Deforrest Williamson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TACOMA, Washington for a consultation.

What are John Deforrest Williamson's credentials?

John Deforrest Williamson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Deforrest Williamson located?

John Deforrest Williamson is based in TACOMA, Washington, working with PORTFOLIO STRATEGIES INC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.

How does John Deforrest Williamson charge for services?

John Deforrest Williamson'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 PORTFOLIO STRATEGIES INC?

PORTFOLIO STRATEGIES INC has approximately 5 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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