ChooseAFinancialAdvisor.com
Advisors / Oregon / Jacksonville
18yrs

Nathan Williams

Financial advisor at Practice Financial Group

Based in Jacksonville, Oregon, Nathan Williams is a fiduciary financial advisor with 18 years of industry experience. Nathan joined Practice Financial Group in 2020, after two years at Cain, Watters & Associates. Nathan holds the CFP® designation.

One of 27 advisors with offices in Jacksonville, and one of 23 fiduciaries.

Jacksonville, OR 97530CFP®Top advisor by experience at Practice Financial GroupFiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience18 years (since 2008)
How that compares ?Top advisor by experience at Practice Financial Group
Office725 N. 5th Street Suite 200, Jacksonville, OR 97530
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$636,036
Advisors at the firm7
States licensed ?1 state

Services through Practice Financial Group

Financial planningInvestment management for individuals and small businessesRetirement 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.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
  2. 2011 – 2017
    Practice Financial Group, LLCPreviously
  3. May 2010 – Dec 2010
    Practice Financial Group, LLCPreviously
  4. Jun 2008 – Jan 2010

Questions to ask Nathan

Tailored to Nathan’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Nathan

How do I contact Nathan?

Call Practice Financial Group at (541) 973-2602 and ask for Nathan Williams. Nathan works from the Jacksonville, OR office.

How long has Nathan been a financial advisor?

Nathan has been in the industry since 2008, about 18 years. Top advisor by experience at Practice Financial Group.

What licenses does Nathan hold?

Series 65. Tap any license on this page to see what it allows.

Is Nathan a fiduciary?

Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Nathan paid?

Practice Financial Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Nathan 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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