Jimmie Dale Williams II
Investment Adviser Representative at Disciplina Capital Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jimmie Dale Williams II is an investment adviser representative with Disciplina Capital Management, LLC in Nashville, TN, where they have been registered since 2020. They have worked in the securities industry since 2013 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 6 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 Louisiana and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Louisiana, Texas
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.
- SII / JOHN HancockJun 2018 – Nov 2018Carmel, IN
- Teachers' Retirement System of LouisianaSep 2015 – May 2017Baton Rouge, LA
- BCBS of LouisianaMay 2017 – Apr 2019Baton Rouge, LA
- Royal Alliance Associates, Inc.Nov 2018 – Nov 2018Carmel, IN
- Aon Securities LLCMar 2020 – Oct 2020Lincolnshire, IL
- AonApr 2019 – Oct 2020Lincolnshire, IL
- Disciplina Capital Management, LLCNov 2020 – no end date reportedNashville, TN
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Disciplina Capital Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,000,000 (waivable)
- $1M - $5M0.95%
- $5M - $10M0.83%
- $10M - $15M0.72%
- $15M - $20M0.62%
+2 more tiers on the firm profile
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)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Nashville, TN
- SEC file number:
- 801-115108
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 18, 2026
View full firm profileOther advisors at Disciplina Capital Management, LLC
2 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jimmie Dale Williams II 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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