Jacob Williams
Co-Ceo And Sr. Wealth ManagerWilliams & Novak Wealth Management, LLCCRD 4330553
About Jacob Williams
Jacob Williams is listed as Co-Ceo And Sr. Wealth Manager at Williams & Novak Wealth Management, LLC in Westlake Village, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Williams & Novak Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jacob Williams work?
Jacob Williams is listed as Co-Ceo And Sr. Wealth Manager at Williams & Novak Wealth Management, LLC on SEC Form ADV.
How much of Williams & Novak Wealth Management, LLC does Jacob Williams own?
Form ADV reports a beneficial ownership band of 50-75%.
Williams & Novak Wealth Management, LLC
| Title | Co-Ceo And Sr. Wealth Manager |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2019 |