Andrew James Williams
Investment Adviser Representative at B.o.s.s. Retirement Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew James Williams is an investment adviser representative with B.o.s.s. Retirement Advisors, LLC in Lehi, UT, where they have been registered since 2025. They have worked in the securities industry since 2021 and were previously registered with Wells Fargo Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Utah.
Office
Advisors at this office: 27
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The University of UtahJan 2014 – Jan 2021Salt Lake City, UT
- Fidelity InvestmentsMar 2021 – Apr 2023Salt lake city, UT
- Wells Fargo Clearing Services, LLCMay 2023 – no end date reportedSalt Lake City, UT
- Wells Fargo BANK, NAMay 2023 – no end date reportedSalt Lake City, UT
- BOSS Retirement Advisors, LLCDec 2025 – no end date reportedLehi, UT
- BOSS Retirement Solutions, LLCDec 2025 – no end date reportedLehi, UT
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About B.o.s.s. Retirement Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $7,000 (waivable)
- Estimated blended rate
- 0.0175
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 49
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Lehi, UT
- SEC file number:
- 801-117974
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
View full firm profileOther advisors at B.o.s.s. Retirement Advisors, LLC
Showing 12 of 49 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew James Williams has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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