ChooseAFinancialAdvisor.com
Advisors / Missouri / Kansas City
1yr

Jaylin Williams

Financial advisor at Merrill

Based in Kansas City, Missouri, Jaylin Williams is a fiduciary financial advisor with 1 year of industry experience. Jaylin has been with Merrill since 2026. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.

One of 540 advisors with offices in Kansas City, and one of 490 fiduciaries.

Kansas City, MO 64145Fiduciary advisor
Call MerrillDirections

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1210 W 135th Terrace, Kansas City, MO 64145
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Jul 2026 – now
    MerrillCurrent firm

Questions to ask Jaylin

Tailored to Jaylin’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Jaylin

How do I contact Jaylin?

Call Merrill at (800) 637-7455 and ask for Jaylin Williams. Jaylin works from the Kansas City, MO office.

How long has Jaylin been a financial advisor?

Jaylin has been in the industry since 2025, about 1 years. 1 years in the industry.

What licenses does Jaylin hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Jaylin a fiduciary?

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

How is Jaylin paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jaylin 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.

Other advisors nearby

Modern Wealth Management
46yrs
Richard Petso
Financial advisor
1712 Main Street Suite 400
Kansas City, MO 64108
Top advisor by experience in Kansas City
Fiduciary
Call Directions
Stifel, Nicolaus & Company
46yrs
Francis Duff
Financial advisor
4622 Pennsylvania Avenue Suite 1210, C
Kansas City, MO 64112
Top 1% by experience in Kansas City
Fiduciary
Call Directions
Merrill
46yrs
Richard Goede
Financial advisor
4801 Main St
Kansas City, MO 64112
Top 1% by experience in Missouri
Fiduciary
Call Directions
Mader & Shannon Wealth Management
46yrs
Matthew Stevens
Financial advisor
4717 Grand Ave. Suite 800
Kansas City, MO 64112
Top advisor by experience at Mader & Shannon Wealth Management
Fiduciary
Call Directions
UBS Financial Services
46yrs
Neil Douthat
Financial advisor
4622 Pennsylvania Avenue 8th Floor
Kansas City, MO 64112
Top 1% by experience nationwide
Fiduciary
Call Directions

See all advisors near Kansas City