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Co-Ceo and SR. Wealth Manager · Williams & Novak Wealth Management, LLC

Jacob Williams

CRD 4330553 · Named on Form ADV at one SEC-registered adviser

At a glance

Williams & Novak Wealth Management, LLC, an SEC-registered wealth manager based in Westlake Village, CA with $343 million in regulatory assets, lists Jacob Williams on its Form ADV as Co-Ceo and SR. Wealth Manager, a control person.

Firms and roles

AtlasMembers

Jacob’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Daniel NovakCo-Ceo and SR. Wealth Manager, Chief Compliance Officer, Williams & Novak Wealth Management, LLC
  • Tanya M. EscobedoChief Operating Officer, Williams & Novak Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacob’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.