AdvisorOS Directory
Claim Profile
JW

John Deforrest Williamson

PORTFOLIO STRATEGIES INC·TACOMA, Washington
Unclaimed Profile
621 PACIFIC AVENUE SUITE 15, TACOMA, WA 98402CRD# 2357023Firm CRD# 104685
01

About

John Deforrest Williamson is a registered financial advisor based in TACOMA, Washington, affiliated with PORTFOLIO STRATEGIES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PORTFOLIO STRATEGIES INC
PORTFOLIO STRATEGIES INC
AUM
$60M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PORTFOLIO STRATEGIES INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2357023
Firm CRD# 104685
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TACOMA?

Browse all registered financial advisors in TACOMA, Washington or claim this profile if it's yours.

Browse TACOMA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TACOMA
Dorothy Anne Lewis — FINANCIAL INSIGHTS INCAlexandria Anne Kemp — FINANCIAL INSIGHTS INCPaul Richard Greenwood — GQG PRIVATE CAPITAL SOLUTIONS LLCJohn David Griswold — NORTHERN LIGHTS CAPITAL GROUP, LLCSue Ellen Summers — PURCELL ADVISORY SERVICES, LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)BELLINGHAM (55)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile