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John David Williams

IRONWOOD WEALTH MANAGEMENT, INC.·HURRICANE, West Virginia
Series 7, Series 24, Series 63, Series 65Clean record24 years registeredIRONWOOD WEALTH MANAGEMENT, INC.
18 CHASE DRIVE, HURRICANE, WV 25526CRD# 2679439Firm CRD# 128699

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John David Williams · HURRICANE, WV
Registration
CRD #2679439 · IRONWOOD WEALTH MANAGEMENT, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

IRONWOOD WEALTH MANAGEMENT, INC.
Jan 2004 – present
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC
May 2002 – Jan 2004
CHARLESTON, WV
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · May 7, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IRONWOOD WEALTH MANAGEMENT, INC.
CRD 128699 · SEC 801-62555
AUM
$193M
Regulatory assets under management
Employees
3
658 client accounts
Services offered by IRONWOOD WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at IRONWOOD WEALTH MANAGEMENT, INC. →
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05

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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