JH
Joseph Harold Williams
CRD 860333
Certified Financial Planner
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Precedent Wealth Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Precedent Wealth Partners, Llc
Founder, Managing Director, Chief Compliance Officer · Less than 5% · Mar 2024
-
Precedent Wealth Partners, Llc
Owner · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗