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John Edward Williams III

Investment Adviser Representative at CLARITY RETIREMENT & WEALTH, LLC

New Bedford, MACRD #5864621Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
1 states
Exams Passed
5

Professional summary

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

John Edward Williams has worked in the securities industry since 2011. They have passed the Series 65, 63, 7, and 6 examinations. They are registered to provide investment advisory services in Massachusetts.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Massachusetts
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/31/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 4/28/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/2/2016
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/26/2011

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

Clarity Retirement & Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CLARITY RETIREMENT & WEALTH, LLCCurrent
9/17/2025New Bedford, MA
PLUM POINTE WEALTH MANAGEMENT
11/1/202412/3/2025S. Dartmouth, MA
MML INVESTORS SERVICES, LLC
3/25/201710/21/2024New Bedford, MA
MSI FINANCIAL SERVICES, INC.
8/15/20163/25/2017New Bedford, MA
EAGLE STRATEGIES LLC
4/28/20148/23/2016Bedford, MA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CLARITY RETIREMENT & WEALTH, LLC

1 other advisor in the directory

View CLARITY RETIREMENT & WEALTH, LLC 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. John Edward Williams III 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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John Edward Williams III - Financial Advisor in New Bedford, MA | AdvisorFinder