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JONATHAN GRAHAM WILLIAMS
JON WILLIAMS
CRD#: 2640805
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Investment Adviser
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Previous Broker
CONCURRENT INVESTMENT ADVISORS, LLCCRD#: 323135 12240 INWOOD RD SUITE 200
DALLAS, TX 75244
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2004 - 2008 (4 years)2 FIRMS2008 - 2014 (6 years)2 FIRMS2014 - 2025 (10 years)IACONCURRENT INVESTMENT ADVISORS... (CRD# 323135)2025 - Present (<1 year)BNATIONAL FINANCIAL SERVICES LLC (CRD# 13041)2003 - 2004 (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)1995 - 2002 (7 years)
License(s)

State Registrations

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Texas 1/17/2025

Current Registration(s)
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CONCURRENT INVESTMENT ADVISORS, LLC (CRD#:323135)
12240 INWOOD RD SUITE 200, DALLAS, TX 75244
Registered with this firm since 1/17/2025

Previous Registration(s)
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03/28/2014 - 01/22/2025 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) PLANO, TX
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03/28/2014 - 01/22/2025 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) PLANO, TX
IA
01/01/2008 - 03/31/2014 WELLS FARGO ADVISORS, LLC (CRD#:19616) FRISCO, TX
B
01/01/2008 - 03/31/2014 WELLS FARGO ADVISORS, LLC (CRD#:19616) FRISCO, TX
B
01/13/2004 - 01/03/2008 A. G. EDWARDS & SONS, INC. (CRD#:4) DALLAS, TX
IA
01/22/2004 - 01/01/2008 A. G. EDWARDS & SONS, INC. (CRD#:4) DALLAS, TX
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09/22/2003 - 01/16/2004 NATIONAL FINANCIAL SERVICES LLC (CRD#:13041) BOSTON, MA
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08/04/1995 - 10/25/2002 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) SMITHFIELD, RI
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Broker
IA
Investment Adviser
Disclosures
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