Jeffrey Williams has been Managing Member, Chief Compliance Officer of Fairscale Capital since August 2012, is a control person of the firm and directly owns between 50% and 75% of it. Jeffrey Williams holds a Bachelor’s degree in Business Leadership from Northeastern University.
Fairscale Capital, LLC is a Nashua, NH firm with $208M under management, 179 clients and 3 advisers in one office, as of its January 2026 filing.
Jeffrey N. Williams is Managing Member of Fairscale Capital, based in Nashua, New Hampshire. He has spent over 30 years working in financial services and focuses on strategic asset allocation combined with financial planning and investment management. Prior to Fairscale, he founded Williams Wealth Management and was an advisor at Citizens Investment Services and LPL Financial.
Jeffrey Williams’ longest registration is the current one, 13 years at Fairscale Capital since 2012. Before joining Fairscale Capital in 2012, Jeffrey Williams was registered through LPL Financial LLC and CCO Investment Services Corp.
- Fairscale Capital, LLCCurrent– present · 13 yearsNashua, NH · Adviser representative · Firm CRD 165535
- LPL Financial LLC– · 4 yearsNashua, NH · Adviser representative · Firm CRD 6413
- CCO Investment Services Corp.– · 5 yearsLondonderry, NH · Adviser representative · Firm CRD 39550
- Citistreet Financial Services LLC– · 1 yearNeedham, MA · Adviser representative · Firm CRD 107311
Professional designations
Listed by Fairscale Capital
- CFP®
Investment adviser representative registrations
Jeffrey Williams is registered as an investment adviser representative in 3 states. The first approvals date from November 2012; the most recent is Maine, in July 2020.
- MaineSince 14 July 2020
- MassachusettsSince 9 April 2013
- New HampshireSince 15 November 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 19 September 2005 |
| Series 7 | General Securities Representative Examination | 8 April 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 March 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 January 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 December 1993 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Norman Williams
- CRD
- 2434533
- Firm
- Fairscale Capital · CRD 165535
- Role
- Managing Member, Chief Compliance Officer
- Office
- 20 TRAFALGAR SQ., SUITE 304, Nashua, NH 03063
- Registration
- Investment adviser registration
- In the industry since
- April 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fairscalecapital.com
Where does Jeffrey Williams work?
Jeffrey Williams has been Managing Member, Chief Compliance Officer of Fairscale Capital, LLC since August 2012, and is a control person of the firm.
Is Jeffrey Williams a financial advisor?
Yes. Jeffrey Williams has a current investment-adviser registration in Maine, Massachusetts and New Hampshire, through Fairscale Capital since November 2012.
How many years of experience does Jeffrey Williams have?
Jeffrey Williams has 24 years in the financial industry, since April 2002, across 4 adviser firms.
What exams has Jeffrey Williams passed?
Jeffrey Williams has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 7 and Series 24. The earliest, the Series 6, was passed in December 1993.
Where did Jeffrey Williams work before Fairscale Capital?
Before Fairscale Capital, Jeffrey Williams was registered through CCO Investment Services Corp., September 2003 to July 2009; Citistreet Financial Services LLC, April 2002 to August 2003.
Where is Jeffrey Williams based?
Jeffrey Williams’ registered office is in Nashua, NH.
Is Jeffrey Williams registered with FINRA?
No. Jeffrey Williams has no current broker registration.
Is Jeffrey Williams a CFP?
Fairscale Capital lists Jeffrey Williams with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jeffrey Williams’ record?
Search CRD 2434533 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Williams’ full registration record.
