Jon Williams joined Wealth Partners Alliance in 2025 from Ameriprise Financial as a team with Thor Hoppess and Jerome Caulk (Tutelas Financial), bringing a wealth of experience and a distinguished career to WPA. He began his career in the financial industry at Fidelity Investments, where he developed his skills and expertise over a successful nine-year tenure. In 2004, Jon joined A.G. Edwards, now Wells Fargo Advisors, where he managed the Frisco office from 2007 to 2014, earning the prestigious Premier Manager Recognition in 2012. 

Jon holds a Bachelor of Business Administration (Finance) degree from the University of Oklahoma, graduating in 1995. His professional credentials include Series 3, 7, 9, 10, 63, and 66 registrations. He is also an Accredited Asset Management Specialist℠ (AAMS®) and an Accredited Portfolio Management Advisor℠ (APMA®) through the College for Financial Planning. Additionally, Jon holds a Group 1 Life and Disability Insurance license.

In his personal life, Jon values his time with his family and community. He and his wife, Ann, are proud parents of their daughters, Sarah and Megan. Outside of work, Jon is an avid supporter of the Oklahoma Sooners and enjoys participating in competitive BBQ events as the pitmaster of the Meat ‘n Jesus BBQ team. He and his family are actively involved in their church, their daughters’ activities, and several charitable organizations, including the Miracle League of Frisco.

Tutelas Financial Team Page

Jon’s Favorite Thing to Enjoy in Dallas:

• Trying new BBQ spots