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John Deforrest Williamson

Investment Adviser Representative at ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Tacoma, WACRD #2357023Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
25 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 25 states
AlaskaArizonaCaliforniaFloridaGeorgiaHawaiiIdahoKansasKentuckyLouisianaMaineMassachusettsNevadaNew JerseyNew MexicoNew YorkOhioOklahomaOregonPennsylvaniaTennesseeTexasVirginiaWashingtonWyoming
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/13/1995
Series 63
Uniform Securities Agent State Law Examination
Passed 9/13/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/31/1993
Series 24
General Securities Principal Examination
Passed 1/2/1996

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

Alexander Capital Wealth Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PENNY LANE WEALTH MANAGEMENT, LLCCurrent
3/23/2023Tacoma, WA
ALEXANDER CAPITAL WEALTH MANAGEMENT LLCCurrent
9/18/2017Steilacoom, WA
ALEXANDER CAPITAL, L.P.Current
12/6/2016Steilacoom, WA
PORTFOLIO STRATEGIES INC
12/19/20011/18/2023Tacoma, WA
TAHOMA INVESTMENT ADVISORS, LLC
4/17/20096/28/2011Tacoma, WA
FOCUS INVESTMENTS NW, INC.
3/21/20065/15/2008Tacoma, WA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. John Deforrest Williamson 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.

John Deforrest Williamson - Financial Advisor in Tacoma, WA | AdvisorFinder