professional profile
Jacob Williams
Overview
Jacob Williams is an insurance agent and an investment adviser representative based in CA, with 25 years in the industry.
- Years in the industry
- 25
- States registered
- 3
- Carrier appointments
- 7
- Exams passed
- 2
Contact
2 business emails and 2 phone numbers on file
Registrations and licenses
- Registered in 3 states
3 lines of authority, with every state and its dates
Firms
- Williams & Novak Wealth Management, LLCCurrent firm
Employment history since 2006
Carriers
7 active carrier appointments
Book and practice
Firm assets under management on file
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