Jeffrey Williams has been Member - Managing Principal of Grand Wealth Management since June 2004, is a control person of the firm and directly owns between 50% and 75% of it. Jeffrey Williams holds a Bachelor of arts degree in accounting from Michigan State University and a Master of science degree in taxation from Grand Valley State University.
Grand Wealth Management, LLC is a Grand Rapids, MI firm with $598M under management, 156 clients and 6 advisers in one office, as of its September 2026 filing.
Jeffrey S. Williams is Founder and Managing Principal of Grand Wealth Management and a Senior Financial Advisor. He launched his financial career in 1986 and founded the firm in 2004. He remains directly connected with clients through his work as Senior Financial Advisor, spearheaded the firm's implementation of the Entrepreneurial Operating System (EOS) framework, and serves as Grand Wealth's Integrator, providing guidance for the leadership team.
Jeffrey Williams’ longest registration is the current one, 16 years at Grand Wealth Management since 2010. Before joining Grand Wealth Management in 2010, Jeffrey Williams was registered through Ernst & Young Investment Advisers LLP.
- Grand Wealth Management, LLCCurrent– present · 16 yearsGrand Rapids, MI · Adviser representative · Firm CRD 132137
- Ernst & Young Investment Advisers LLP– · 1 yearGrand Rapids, MI · Adviser representative · Firm CRD 110921
Investment adviser representative registrations
Jeffrey Williams is registered as an investment adviser representative in Michigan, since April 2010.
- MichiganSince 9 April 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Scott Williams
- CRD
- 2974931
- Firm
- Grand Wealth Management · CRD 132137
- Role
- Member - Managing Principal
- Office
- 333 BRIDGE STREET NW, SUITE 800, Grand Rapids, MI 49504
- Registration
- Investment adviser registration
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- grandwealth.com
Where does Jeffrey Williams work?
Jeffrey Williams has been Member - Managing Principal of Grand Wealth Management, LLC since June 2004, and is a control person of the firm.
Is Jeffrey Williams a financial advisor?
Yes. Jeffrey Williams has a current investment-adviser registration in Michigan, through Grand Wealth Management since April 2010.
How many years of experience does Jeffrey Williams have?
Jeffrey Williams has 18 years in the financial industry, since June 2008, across 2 adviser firms.
What exams has Jeffrey Williams passed?
Jeffrey Williams passed the Series 65 in August 1998.
Where did Jeffrey Williams work before Grand Wealth Management?
Before Grand Wealth Management, Jeffrey Williams was registered through Ernst & Young Investment Advisers LLP, October 2002 to August 2004.
Where is Jeffrey Williams based?
Jeffrey Williams’ registered office is in Grand Rapids, MI.
Is Jeffrey Williams registered with FINRA?
No. Jeffrey Williams has no current broker registration.
How can I verify Jeffrey Williams’ record?
Search CRD 2974931 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Williams’ full registration record.
