Jean B. Williams, III

Jean B. Williams, III I want to help you reach your financial dreams through products and services offered by the Principal Financial Group.

The Principal is a retirement and global asset management leader. For more info, visit them at www.principal.com/northflorida Jay joined the Principal Financial Group® in 1990 as a financial representative in the North Central Florida Business Center. Since joining the Principal® he has qualified for Million Dollar Round Table and also for the Premier Club for top producers of the company. In 1997

, Jay earned the Chartered Life Underwriter (CLU)® and Chartered Financial Consultant (ChFC)® designations from The American College in Bryn Mawr, Pennsylvania. In 2007, he earned the Master of Science in Financial Services (MSFS) also from The American College. Jay is a Princor Registered Representative and an investment adviser representative. He has obtained the Series 6, 7, 63, 65/66 registrations with the Financial Industry Regulatory Authority (FINRA). Jay works with his clients to establish and prioritize business and personal financial goals, concentrating on asset management, employee benefits solutions, retirement planning solutions, personal life insurance and estate planning solutions. Financial Representative, Principal Life and Principal National Insurance Companies. Princor Registered Representative/Financial Advisor:
Securities and advisory products and services offered through Princor Financial Services Corporation, member SIPC, 800-247-1737, a member of the Principal Financial Group ®.Jean B. Williams, III, Princor Registered Representative and Financial Advisor.

It can be tempting to turn to history for economic lessons, but factors in the past are not always good benchmarks. What...
12/22/2022

It can be tempting to turn to history for economic lessons, but factors in the past are not always good benchmarks. What’s on the horizon from the Fed and lawmakers, and how will you plan for your own goals? The December economic outlook provides some key steps you can take today to help focus on the dreams you have for tomorrow.

Did the strains on your pocketbook soften, almost imperceptibly, at the end of 2022?

I've learned swings in the stock market may cause you to feel unsettled, especially if you're close to retirement. Check...
05/21/2022

I've learned swings in the stock market may cause you to feel unsettled, especially if you're close to retirement. Check out these investing tips to help you safeguard your savings and create a strategy if the markets get bumpy.

Four investing tips can help you safeguard your savings and create a near retirement investment strategy if the markets get bumpy.

Understand (in numbers) how these tried and true savings strategies can put you ahead for retirement.
05/19/2022

Understand (in numbers) how these tried and true savings strategies can put you ahead for retirement.

Wherever you are in your career and whatever competing financial goals you’re balancing, you can find a way to save for your retirement.

Here's a great start on understanding investment risk. What it is, and what it's not, can be helpful in weighing the pro...
03/18/2022

Here's a great start on understanding investment risk. What it is, and what it's not, can be helpful in weighing the pros and cons for you.

Risk accompanies all sorts of activities, including investment. What types of risks may impact your retirement and savings accounts?

Plenty of people have made changes in their financial approach over the last two years. How will today’s market moves an...
03/14/2022

Plenty of people have made changes in their financial approach over the last two years. How will today’s market moves and money pressures, including inflation, help you figure out what’s still working and what you need to adjust? The March economic outlook helps you think about what’s worth your attention and how that may impact your decision making.

Accepting uncertainty and digging deep for patience may help you navigate the continually changing economy in 2022.

There's been a lot of legislative change to take into consideration on your 2021 taxes. This article breaks it down, to ...
03/14/2022

There's been a lot of legislative change to take into consideration on your 2021 taxes. This article breaks it down, to help you keep up to date.

Curious how pandemic-related legislation may impact your 2021 taxes? Here are 10 insights and updates to keep in mind when filing.

We all want to keep more of our hard-earned money. These tips from Principal can help you plan this tax filing season, a...
02/24/2022

We all want to keep more of our hard-earned money. These tips from Principal can help you plan this tax filing season, and think ahead for next year.

A little tax planning now can go a long way toward helping you keep more of your money next year. Learn about potential savings from tax credits and deductions.

Whether interest rates are up, or down, here are three things you could do to make an impact on your finances.
02/22/2022

Whether interest rates are up, or down, here are three things you could do to make an impact on your finances.

Evaluating the impact of interest rate changes on everything from big purchases to daily savings goals can help you create your financial plan.

Investing aggressively in your 20s and 30s can pay off. Here’s how.
01/20/2022

Investing aggressively in your 20s and 30s can pay off. Here’s how.

Check out three reasons for investing aggressively in your 20s and 30s.

Losing a spouse can be overwhelming—emotionally and financially. This financial checklist can help you figure out what ...
01/14/2022

Losing a spouse can be overwhelming—emotionally and financially. This financial checklist can help you figure out what to do next.

Working through this list can help you figure out what to do when your spouse dies.

Here's a great basic rundown of the types of taxes most people pay and insights on how some may be in your control. (So ...
01/08/2022

Here's a great basic rundown of the types of taxes most people pay and insights on how some may be in your control. (So you could have more money in your wallet!)

Taxes impact the national, state, and local economic outlook—and your pocketbook.

Address

7077 Bonneval Road, Ste 380
Jacksonville, FL
32216

Telephone

+19042969596

Website

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