JW
John Williams
from Constellation Wealth Advisors
John Williams is a financial advisor based in Ohio, Cincinnati,
with 29 years of experience. John currently works for
Constellation Wealth Advisors.
John maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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John Williams works at Constellation Wealth Advisors
Constellation Wealth Advisors is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $1,701,638,280 of assets under management and employs about 30 people. Constellation Wealth Advisors uses a fee structure of a percentage of assets under your management, subscription fees, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, subscription fees, fixed fees and performance-based fees
Office location
255 East Fifth St., Suite 3000, Cincinnati, Ohio, 45202
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