Commonwealth Financial Network
45yrs
Top advisor by experience in Newton
44yrs
John Williams has worked in the financial industry for 44 years and is a financial advisor based in Newton, Massachusetts. John has been with Valmark Advisers since 2019; before that, John spent ten years at Capital Formation Group. John holds the ChFC designation.
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in Massachusetts
Office2227 Washington Street, Suite 303, Newton, MA 02462
FirmValmark Advisers
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$554,438
Advisors at the firm285
States licensed ?1 state
Services through Valmark Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2019 – nowValmark Advisers, Inc.Current firm
- 2009 – 2020Capital Formation Group, Inc.Previously
Contact John
(800) 765-5201Firm headquarters in Akron, OH. Ask for John. 2227 Washington Street, Suite 303Newton, MA 02462Office · Get directions Firm websiteHTTP://WWW.VALMARKFG.COM
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Valmark Advisers at (800) 765-5201 and ask for John Williams. John works from the Newton, MA office.
How long has John been a financial advisor?
John has been in the industry since 1982, about 44 years. Top 1% by experience in Massachusetts.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Valmark Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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