Jerry Williams has been an investment adviser representative at Asset Management Advisors since July 1996, and is not listed among the firm’s executive officers or direct owners.
Asset Management Advisors, LLC is an Oklahoma City, OK firm with $221M under management, 101 clients and 2 advisers in one office, as of its August 2026 filing.
- – present · 30 yearsOklahoma City, OK · Adviser representative · Firm CRD 111309
Investment adviser representative registrations
Jerry Williams is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 1996; the most recent is Texas, in March 2006.
- OklahomaSince 5 July 1996
- TexasResidentSince 22 March 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 1996 |
| Series 2 | Non-Member General Securities Examination | 3 June 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Non-Member General Securities Examination
- Full name
- Jerry Milton Williams
- CRD
- 2757858
- Firm
- Asset Management Advisors · CRD 111309
- Office
- 6307 WATERFORD BLVD STE 200, Oklahoma City, OK 73118
- Registration
- Investment adviser registration
- In the industry since
- July 1996
- Disciplinary history
- Not yet shown here · SEC record
Where does Jerry Williams work?
Jerry Williams is an investment adviser representative registered through Asset Management Advisors, LLC since July 1996, and is not listed among the firm’s executive officers or direct owners.
Is Jerry Williams a financial advisor?
Yes. Jerry Williams has a current investment-adviser registration in Oklahoma and Texas, through Asset Management Advisors since July 1996.
How many years of experience does Jerry Williams have?
Jerry Williams has 30 years in the financial industry, since July 1996, across 1 adviser firm.
What exams has Jerry Williams passed?
Jerry Williams has passed 2 licensing exams: the Series 2 and Series 65. The earliest, the Series 2, was passed in June 1996.
Where is Jerry Williams based?
Jerry Williams’ registered office is in Oklahoma City, OK.
Is Jerry Williams registered with FINRA?
No. Jerry Williams has no current broker registration.
How can I verify Jerry Williams’ record?
Search CRD 2757858 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerry Williams’ full registration record.