Cetera Investment Advisers
41yrs
Top advisor by experience in Medford
36yrs
Michael E Williams
Financial advisor at Edward Jones
At a glance
Experience36 years (since 1990)
How that compares ?Top 2% by experience at Edward Jones
Office2368 Crater Lake Ave Suite 101, Medford, OR 97504
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Jan 2025 – nowEdward JonesCurrent firm
- 2010 – 2022U.s. Bancorp Investments, Inc.Previously
- May 2009 – Mar 2010Chase Investment Services Corp.Previously
- Jun 2007 – May 2009Wamu Investments, Inc.Previously
Questions to ask Michael
Tailored to Michael’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Edward Jones at 314-515-2000 and ask for Michael E Williams. Michael works from the Medford, OR office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1990, about 36 years. Top 2% by experience at Edward Jones.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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