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John David Williams

IRONWOOD WEALTH MANAGEMENT, INC.·HURRICANE, West Virginia
Unclaimed Profile
18 CHASE DRIVE, HURRICANE, WV 25526CRD# 2679439Firm CRD# 128699
01

About

John David Williams is a registered financial advisor based in HURRICANE, West Virginia, affiliated with IRONWOOD WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
IRONWOOD WEALTH MANAGEMENT, INC.
IRONWOOD WEALTH MANAGEMENT, INC.
AUM
$193M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at IRONWOOD WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2679439
Firm CRD# 128699
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John David Williams offer?
John David Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HURRICANE, West Virginia for a consultation.
What are John David Williams's credentials?
John David Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Williams located?
John David Williams is based in HURRICANE, West Virginia, working with IRONWOOD WEALTH MANAGEMENT, INC.. Their office serves clients in the HURRICANE metropolitan area and surrounding communities.
How does John David Williams charge for services?
John David Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IRONWOOD WEALTH MANAGEMENT, INC.?
IRONWOOD WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HURRICANE
David Wayne Lanham — LANHAM ODELL & CO INCRobert Lewis O'dell — LANHAM ODELL & CO INCSharon Ardith Lantz — LANHAM ODELL & CO INCPatrick Sean Mayberry — LANHAM ODELL & CO INCMary Casey O'dell Dixon — LANHAM ODELL & CO INC
Nearby cities in West Virginia
WHEELING (30)PARKERSBURG (17)CHARLESTON (13)WEIRTON (4)SHEPHERDSTOWN (3)
City Guides
WHEELING GuidePARKERSBURG GuideCHARLESTON GuideWEIRTON GuideSHEPHERDSTOWN Guide
Research
Advisor Fees in West VirginiaNational Fee Analysis
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