J.F. Williams Co., Inc.

Juan Guevara is a financial advisor at J.F. Williams Co., Inc. in Denver, Colorado, with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.F. Williams Co., Inc. since 2016. J.F. Williams Co., Inc. is a fee-only advisory firm serving individuals, trusts, estates, profit-sharing plans, charitable organizations, and small businesses. The firm uses a formal investment policy statement for each client and focuses on strategic asset allocation with primarily no-load mutual funds and ETFs, managing assets on a non-discretionary basis with client approval for all trades.

Adam Van Wert is a CFP® certificant with seven years of industry experience, currently serving as an advisor at J.F. Williams Co., Inc. in Denver, CO since 2019. His prior experience includes roles at IWP Wealth Management and First National Bank of Colorado, as well as positions related to Colorado State University. J.F. Williams Co., Inc. is a fee-only advisory firm serving individuals, trusts, estates, profit-sharing plans, charitable organizations, and small businesses. The firm uses a structured investment policy statement process and emphasizes strategic asset allocation, diversification, and tax-efficient portfolio management, operating primarily on a non-discretionary basis.

Matthew Elliott is a CFP® with 20 years of industry experience and has been with J.F. Williams Co., Inc. in Denver, CO since 2008. He holds the Series 65 designation and is part of a four-advisor team. J.F. Williams Co., Inc. is a fee-only advisory firm serving individuals, trusts, estates, profit-sharing plans, charitable organizations, and small businesses. The firm uses a formal investment policy statement process focused on strategic asset allocation, diversification, and low trading activity, managing approximately $251.5 million non-discretionarily for about 142 clients as of year-end 2024.

Holly Pickens is a CFP® professional with two years of experience, currently serving as an advisor at J.F. Williams Co., Inc. in Denver, CO. Her background includes roles at Northwestern Mutual and Essential Investment Partners, along with involvement in the Rock Cheer Company since 2025. J.F. Williams Co., Inc. is a fee-only advisory firm that serves individuals, trusts, estates, charitable organizations, and small businesses. The firm follows a non-discretionary investment approach, emphasizing formal investment policy statements, strategic asset allocation, and low-turnover portfolios primarily using no-load mutual funds and ETFs.