J.F. WILLIAMS CO., INC.
SEC RegisteredPursuing Your Highest Purpose
About the firm
Since 1995, J. F. Williams Co., Inc. has focused on helping people manage their money so they can focus on living their lives. They build long-term client relationships that feel calm, comfortable, informed, and relaxed, connecting clients' financial and personal affairs—their assets and aspirations—to help them prepare for and navigate life's challenges.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning tailored to clients' success, focusing on 3 key areas, with a proven process for putting clients' financial house in order and keeping it there.
Who they serve
People who are building their financial life and those nearing retirement, served in Denver, the Colorado Front Range, and virtually nationwide.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 92 | $60M |
| High Net Worth Individuals | 50 | $223M |
| State/Municipal Entities | 1 | — |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $100,000 | 1.00% |
| $100,001 to $250,000 | 0.90% |
| $250,001 to $500,000 | 0.80% |
| $500,001 to $1,000,000 | 0.70% |
| $1,000,001 to $2,500,000 | 0.60% |
| $2,500,001 to $5,000,000 | 0.50% |
| $5,000,001 to $7,500,000 | 0.40% |
| $7,500,001 to $10,000,000 | 0.30% |
| $10,000,001 and above | 0.20% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. J.F. WILLIAMS CO., INC. 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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