Profiel
Mr. John D.
Williamson is a Vice President of Marketing at Portfolio Strategies, Inc. He began representing Portfolio Strategies in 1995.
In 2000, he became a minority owner in the company and in 2005 he became a majority owner and managing partner.
Mr. Williamson has been in the investment management industry for more than 20 years and has held positions in sales, marketing, and senior management for a number of investment management firms.
He holds a B.S.
in Business Management from Oral Roberts University.
Eerdere bekende functies van John Deforrest Williamson
| Bedrijven | Functie | Einde |
|---|---|---|
Portfolio Strategies, Inc.
 Portfolio Strategies, Inc. Investment ManagersFinance Portfolio Strategies, Inc. is an independent, SEC-registered investment advisor firm headquartered in Tacoma, Washington. The firm was founded in 1982 by Carl Kludt. Portfolio Strategies offers investment advisory services to individuals, business entities, investment companies, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Portefeuillebeheerder-Aandelen | 01-01-2023 |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 31-12-1994 |
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Corporate Officer/Principal | - |
Opleiding van John Deforrest Williamson
| Oral Roberts University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Portfolio Strategies, Inc.
Portfolio Strategies, Inc. Investment ManagersFinance Portfolio Strategies, Inc. is an independent, SEC-registered investment advisor firm headquartered in Tacoma, Washington. The firm was founded in 1982 by Carl Kludt. Portfolio Strategies offers investment advisory services to individuals, business entities, investment companies, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
