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BJ

Brendon John Williams

Investment Adviser Representative at NAVELLIER & ASSOCIATES INC

New York, NYCRD #2619289Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
48 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brendon John Williams has worked in the securities industry since 1996. They are registered to provide investment advisory services in 48 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 48 states
AlabamaAlaskaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTexasUtahVermontVirgin IslandsVirginiaWashingtonWest VirginiaWisconsin
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/23/2023
Series 65
Uniform Investment Adviser Law Examination
Passed 5/29/2015
Series 7
General Securities Representative Examination
Passed 12/25/2022
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/23/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
PCG $500,000 to $1,500,0001.00%
PCG $1,500,001 to $2,500,0000.90%
PCG $2,500,001 to $5,000,0000.85%
PCG $5,000,000+0.70%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Navellier & Associates Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NAVELLIER & ASSOCIATES INCCurrent
6/2/2015New York, NY
CREDIT SUISSE SECURITIES (USA) LLC
1/17/20035/8/2009New York, NY
DONALDSON LUFKIN & JENRETTE SECURITIES CORPORATION
7/25/20021/17/2003New York, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View NAVELLIER & ASSOCIATES INC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brendon John 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.