John Williams has been President/Chief Compliance Officer of Ironwood Wealth Management since December 2004, is a control person of the firm and directly owns 75% or more of it.
Ironwood Wealth Management, Inc. is a Hurricane, WV firm with $233M under management, 276 clients and 3 advisers in one office, as of its March 2026 filing.
John D. Williams is Founder and President of Ironwood Wealth Management. He is a Senior Financial Advisor who advises retirees, families, businesses and nonprofit organizations on ways to manage their financial resources. He started his career at a national investment firm in Charleston, West Virginia, where he rose to Vice President-Investments.
John Williams’ longest registration is the current one, 22 years at Ironwood Wealth Management since 2004. Before joining Ironwood Wealth Management in 2004, John Williams was registered through Wachovia Securities Financial Network, LLC.
- – present · 22 yearsHurricane, WV · Adviser representative · Firm CRD 128699
- Wachovia Securities Financial Network, LLC– · 1 yearCharleston, WV · Adviser representative · Firm CRD 11025
Professional designations
Listed by Ironwood Wealth Management
- Certified Investment Management Analyst (CIMA®)
- Accredited Asset Management Specialist℠ (AAMS®)
- Chartered Retirement Planning Counselor℠ (CRPC®)
Investment adviser representative registrations
John Williams is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2004; the most recent is Texas, in October 2025.
- TexasResidentSince 13 October 2025
- West VirginiaSince 6 January 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 9 August 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 January 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 January 1996 |
| Series 7 | General Securities Representative Examination | 21 December 1995 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John David Williams
- CRD
- 2679439
- Firm
- Ironwood Wealth Management · CRD 128699
- Role
- President/Chief Compliance Officer
- Office
- 18 CHASE DRIVE, CHASE PARK, Hurricane, WV 25526
- Registration
- Investment adviser registration
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ironwood-wealth.com
Where does John Williams work?
John Williams has been President/Chief Compliance Officer of Ironwood Wealth Management, Inc. since December 2004, and is a control person of the firm.
Is John Williams a financial advisor?
Yes. John Williams has a current investment-adviser registration in Texas and West Virginia, through Ironwood Wealth Management since January 2004.
How many years of experience does John Williams have?
John Williams has 24 years in the financial industry, since May 2002, across 2 adviser firms.
What exams has John Williams passed?
John Williams has passed 4 licensing exams: the Series 7, Series 65, Series 63 and Series 24. The earliest, the Series 7, was passed in December 1995.
Where is John Williams based?
John Williams’ registered office is in Hurricane, WV.
Is John Williams registered with FINRA?
No. John Williams has no current broker registration.
How can I verify John Williams’ record?
Search CRD 2679439 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Williams’ full registration record.