Joseph Williams has been Chief Financial Officer of Coquina Private Wealth since July 2021, is a control person of the firm and directly owns between 50% and 75% of it. Joseph Williams holds a Bachelor's degree in mathematics from Bucknell University.
Coquina Private Wealth LLC is a Port Charlotte, FL firm with $418M under management, 1,519 clients and 8 advisers across 5 offices, as of its February 2026 filing.
Chip Williams Jr. is Principal, CFO of Coquina Private Wealth Advisors and a Private Wealth Manager. As a founder of Coquina, he creates strategies for clients with uncommon or complex needs based on their profession, position or situation in life. He works with business owners and executives, as well as farming and shipping industry owners.
Joseph Williams’ longest registration was 16 years at Raymond James Financial Services Advisors, Inc (2009–2025). Before joining Coquina Private Wealth in 2025, Joseph Williams was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- – present · 1 yearBoca Raton, FL · Adviser representative · Firm CRD 333615
- Raymond James Financial Services Advisors, Inc– · 16 yearsCoral Springs, FL · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 3 yearsPort Charlotte, FL · Adviser representative · Firm CRD 6694
- Williams Financial Consultants– · 6 yearsCoral Springs, FL · Adviser representative · Firm CRD 106919
- Raymond James Financial Services– · 3 yearsPort Charlotte, FL · Adviser representative · Firm CRD 6694
Professional designations
Listed by Coquina Private Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
Investment adviser representative registrations
Joseph Williams is registered as an investment adviser representative in 2 states. The first approvals date from March 2025; the most recent is Texas, in April 2025.
- FloridaSince 6 March 2025
- TexasSince 4 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 2 January 2023 |
| Series 53 | Municipal Securities Principal Examination | 2 January 2023 |
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 16 October 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 June 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 February 1981 |
| Series 40 | Registered Principal Examination | 13 January 1978 |
| Series 1 | Registered Representative Examination | 9 November 1970 |
- Name
- General Securities Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Principal Examination
- Name
- Registered Representative Examination
- Full name
- Joseph Percival Williams
- CRD
- 467975
- Firm
- Coquina Private Wealth · CRD 333615
- Role
- Chief Financial Officer
- Office
- 902 Clint Moore Rd Ste 124, Boca Raton, FL 33487
- Registration
- Investment adviser registration
- In the industry since
- November 1970
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coquinaprivatewealth.com
Where does Joseph Williams work?
Joseph Williams has been Chief Financial Officer of Coquina Private Wealth LLC since July 2021, and is a control person of the firm.
Is Joseph Williams a financial advisor?
Yes. Joseph Williams has a current investment-adviser registration in Florida and Texas, through Coquina Private Wealth since March 2025.
How many years of experience does Joseph Williams have?
Joseph Williams has 55 years in the financial industry, since November 1970, across 4 adviser firms.
What exams has Joseph Williams passed?
Joseph Williams has passed 8 licensing exams: the Series 1, Series 40, Series 63, Series 65, Series 51, Series 24, Series 53 and Series 7TO. The earliest, the Series 1, was passed in November 1970. FINRA credited Joseph Williams with the SIE, which began in October 2018.
Where did Joseph Williams work before Coquina Private Wealth?
Before Coquina Private Wealth, Joseph Williams was registered through Raymond James Financial Services, December 2005 to October 2009; Williams Financial Consultants, April 1999 to December 2005; Raymond James Financial Services, April 1999 to December 2002.
Where is Joseph Williams based?
Joseph Williams’ registered office is in Boca Raton, FL.
Is Joseph Williams registered with FINRA?
No. Joseph Williams has no current broker registration.
Is Joseph Williams a CFP?
Coquina Private Wealth lists Joseph Williams with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Joseph “Chip” P. Williams Jr. biography, coquinaprivatewealth.com
How can I verify Joseph Williams’ record?
Search CRD 467975 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Williams’ full registration record.
