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Jp Williams Email & Phone Number
Senior Wealth Advisor
at
Meeder Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Wealth Advisor
Location
Columbus, Ohio, United States
Company size
Who is Jp Williams? Overview
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Quick answer
Jp Williams is listed as Senior Wealth Advisor at Meeder Wealth Management, a with 5 employees, based in Columbus, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Jp Williams.
Jp Williams previously worked as Founder, Wealth Advisor at Pillar Wealth Group and Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at Oneseven. Jp Williams holds Bachelor Of Science (B.S.), Management Organizational Leadership And Marketing from Miami University.
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Meeder Wealth Management
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Profile bio
About Jp Williams
I am passionate serving entrepreneurs and a select group of families beyond their investment management to incorporate aspects of financial planning into a concierge, specialized offering customized towards saving tenths of thousands in taxes per year, build wealth and achieve true financial wellness. Ask me how we guide business owners who: -Have an income of $300,000 per year or more save over $60,000/year-$80,000/year in taxes -Have typically less than 10-25 employees -Want to pay much less in taxes and grow their retirement savings -Able to save more than $100,000 per year and may qualify to defer up to $300,000 into retirement savings strategies creating financial independence for a work optional lifestyle and a financial life enabling a fulfilling retirement We also guide high acheivement oriented professionals to develop a comprehensive retirement plan addressing their unique goals and needs and implement strategies leading to predictable retirement income. I believe in Henry David Thoreau's statement, “Wealth is the ability to fully experience life.” Financial independence involves much more than just choosing the “right” investments. It requires a thoughtful, collaborative approach to understanding how you want to live and what you want to accomplish throughout your journey. An important part of this planning process is assisting in reaching your own definition of fulfillment.With over 20 years of industry experience, I have worked at multiple large and mid-size financial service firms and came together with key business partners to develop and refine our Financial Planning Process incorporating advanced planning strategies so there’s a deep understanding of what really drives clients – their values, families, interests, goals, and aspirations for the future. My independent and fiduciary duties allow an unobstructed view so it's clients’ values and vision helping create the wealth management strategies that endure the test of time. If I am not managing the future for my clients or spending time with my amazing wife and three kids, you will find me coaching, reading, running, playing tennis, or golfing.Call: 614-460-9867 | Email: jp@meederwealth.comWebsite: https://meederwealth.com
Current workplace
Jp Williams's current company
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Meeder Wealth Management
10 roles
Jp Williams work experience
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Founder, Wealth Advisor
CurrentThe culture at Pillar Wealth Group emphasizes the advocacy of our client’s best interests. We are a private practice that serves a select group of families and business owners by navigating through the Pillar Wealth Group Planning Process, a holistic commitment to financial wellness and personal growth.Hard work and passion have gotten you to where you are now, and for all the opportunities that success creates, it brings new challenges of growing, preserving, and transferring your family’s wealth and legacy. Controlling what we can is done by taking a planning approach that reflects your values. As your needs evolve and life unfolds, we make collaborative financial planning decisions to bring clarity and confidence for your future.Pillar Wealth Group provides concierge, specialized offerings including services such as wealth management, retirement plan services, tax planning, risk management, estate planning, money management, and philanthropy.For client families with high school children, we offer a step-by-step college planning process in partnership with a team of college experts ready to help on the college applications, FAFSA, ACT & SAT test prep along with strategically planning how to apply and pay for college.Services are provided under Pillar Wealth Group, LLC, a dba OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Pillar Wealth Group, LLC represent the individual's role with Pillar Wealth Group, LLC, and not their role with OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.
Oct 2020 - Present
Wealth Advisor And Certified Financial Planner™
Current
Oneseven
At OneSeven we are a collective network of independent advisors who feel our work it not just a job. It is a journey. There is nothing that motivates us more than making a difference in helping change our clients’ lives. We believe in paying it forward with the people we serve.Each advisor has an unique set of skills and traits that allow us to live our lives to the fullest while helping others to do the same. Services are provided under Pillar Wealth Group, LLC a dba of OneSeven. OneSeven is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Pillar Wealth Group, LLC represent the individual’s role with Pillar Wealth Group, LLC, and not their role with OneSeven. Investment products are not FDIC Insured, offer no bank guarantee, and may lose value.
Jul 2019 - Present
Wealth Advisor
Investment Advisor Representative of Mid Atlantic Financial Management, Inc and consulted with The Financial Solutions Network, LLC
Jan 2018 - Jul 2019
Vice President, Wealth Advisor
Wealth Advisor and Portfolio Manager for business owners, retirees, and high net-worth individuals and families, as well as Institutions, Foundations, Endowments, and DC Retirement Plans Serve as an Investment Lead and a member of the Investment Committee for the First Financial Bank Wealth and Trust Management team Responsible for growth and retention of the company's wealth management and planning services in the Columbus market region
Jun 2015 - Jan 2018
Financial Consultant
Accountable for providing financial planning and wealth management services to new and existing Premium and High Net Worth individual clientsResponsible for development and retention of existing clienteleReceived the company's 2012 and 2013 Annual National Achiever award
Feb 2010 - Jun 2015
Financial Planning Consultant
Provided retirement planning and financial planning services to individual clients and received multiple sales awards for exceeding goals
Jul 2006 - Jan 2010
Investment Representative
Identified and developed client relationshipPartnered with team members of the branch to create and implement client strategies and financial solutions
Sep 2005 - Jun 2006
Retirement Investment Specialist
Consulted 401K participants to understand their financial needs and provide them their optionsEffectively positioned Fidelity's Institutional and Retail products and services to 401K participants
Oct 2004 - Aug 2005
Hourly Scheduler
Coordinated real-time power transactions throughout the Eastern, Southern, and Midwestern United StatesNegotiated prices and volumes of wholesale energy transactions with a diverse set of customers and suppliers
Apr 2003 - Oct 2004
1 education record
Jp Williams education
-
Miami University
FAQ
Frequently asked questions about Jp Williams
Quick answers generated from the profile data available on this page.
What company does Jp Williams work for?
Jp Williams works for Meeder Wealth Management.
What is Jp Williams's role at Meeder Wealth Management?
Jp Williams is listed as Senior Wealth Advisor at Meeder Wealth Management.
Where is Jp Williams based?
Jp Williams is based in Columbus, Ohio, United States while working with Meeder Wealth Management.
What companies has Jp Williams worked for?
Jp Williams has worked for Meeder Wealth Management, Pillar Wealth Group, Oneseven, Mid Atlantic Capital Group, Inc., and First Financial Bank.
How can I contact Jp Williams?
You can use AeroLeads to view verified contact signals for Jp Williams at Meeder Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jp Williams attend?
Jp Williams holds Bachelor Of Science (B.S.), Management Organizational Leadership And Marketing from Miami University.
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