AdvisorOS Directory
Claim Profile
Unclaimed Profile
JW

John David Williams

IRONWOOD WEALTH MANAGEMENT, INC.·HURRICANE, West Virginia
Clean recordIRONWOOD 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in HURRICANE?

Browse all registered financial advisors in HURRICANE, West Virginia or claim this profile if it's yours.

Browse HURRICANE AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in HURRICANE, West Virginia

Mary Casey O'dell Dixon
LANHAM ODELL & CO INC·HURRICANE, WV
David Lowell Williams
LANHAM ODELL & CO INC·HURRICANE, WV
David Wayne Lanham
LANHAM ODELL & CO INC·HURRICANE, WV
Patrick Sean Mayberry
LANHAM ODELL & CO INC·HURRICANE, WV
Robert Lewis O'dell
LANHAM ODELL & CO INC·HURRICANE, WV
Sharon Ardith Lantz
LANHAM ODELL & CO INC·HURRICANE, WV

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in West Virginia
WHEELING (30)PARKERSBURG (17)CHARLESTON (13)WEIRTON (4)SHEPHERDSTOWN (3)HUNTINGTON (2)MOUNDSVILLE (1)HARPERS FERRY (1)
City Guides
WHEELING GuidePARKERSBURG GuideCHARLESTON GuideWEIRTON GuideSHEPHERDSTOWN Guide
Research
Advisor Fees in West VirginiaNational Fee Analysis
Request removal of this profile