John Cole Williams
Compliance Officer at WESPAC Advisors LLC
John Cole Williams active positions
| Companies | Position | Start | End |
|---|---|---|---|
WESPAC Advisors LLC
 WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts. | Compliance Officer | 1997-07-31 | - |
| Investment Committee Member | 1997-07-31 | - | |
| Portfolio Manager-Equities | 1997-07-31 | - |
Career history of John Cole Williams
Training of John Cole Williams
| American Graduate School of Management | Masters Business Admin |
| University of Florida | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Compliance Officer | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
WESPAC Advisors LLC
WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts. | Finance |
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