Advisor at Williams & Novak Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Homer, AK
Credentials
Series 63, Series 66
Industry experience
24 years
Jacob Williams is a financial advisor with Williams & Novak Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Western International Securities, Inc. Outside of advisory work, he serves as a board member of the Griffin Board of Education and owns Williams & Novak Tax Partners, LLC. Williams & Novak Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a long-term investment approach combined with tactical adjustments and offers a range of portfolio management solutions alongside educational workshops and financial planning services.
Based on Williams & Novak Wealth Management, LLC
Based on Williams & Novak Wealth Management, LLC
Fixed fees for financial planning may range from $1,000 to $20,000 per project; Retainer Agreements typically range from $1,000 to $20,000 annually billed monthly or quarterly.
2.25% annually (maximum), fees are negotiable and may be lower based on account size and complexity
Certain Financial Advisors receive commissions for insurance product sales in addition to advisory fees.
Financial planning hourly rates range from $150 to $500 per hour.
Monthly subscription fee for Altruist One Program may be charged to client accounts or absorbed by the firm; Retainer financial planning fees may be billed monthly or quarterly in advance.
Minimum fee: Some Financial Advisors establish minimum fees, with total fees not to exceed 2.25% annually. Specific minimum fee amounts are negotiated and detailed in individual client agreements.
Homer, AK
Alaska · California · Louisiana · Missouri · Texas
Williams & Novak, LLC
2023 - Present (3 years)
Dynamic Wealth Advisors dba Williams & Novak Wealth Management
2023 - 2023 (1 year)
Western International Securities, Inc.
2019 - 2023 (4 years)
Charles Schwab Bank
2005 - 2019 (14 years)
Charles Schwab
2000 - 2019 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Homer, AK
Edward Jones
Barbi Failor is a CFP®-certified financial advisor with Edward Jones, based in Homer, AK, and has eight years of industry experience. She has been with Edward Jones since 2017 and previously worked for the State of Alaska from 2003 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.
Series 66
Homer, AK
Raymond James Financial
Van Hawkins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. He is a finance committee member of The Homer Foundation, where he oversees the foundation’s investment account and reports to the board. Outside of his advisory work, he operates a house monitoring service in Homer, Alaska. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a significant non-discretionary advisory business.
Series 63, Series 65
Homer, AK
OSAIC
Robert Green is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. In addition to his advisory role, he serves as a part-time Small Business Advisor for the Alaska Small Business Development Center and prepares taxes seasonally for clients. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, corporations, and charities. The firm employs a technology-driven investment process and offers a range of advisory programs, managing approximately $200 billion in assets through a network of over 6,000 advisors.
Series 63, Series 66
Homer, AK
Edward Jones
Matthew North is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is the owner and captain of a Bristol Bay commercial fishing boat. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.
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