Holly Pickens
J.F. Williams · Denver, Colorado
Holly Pickens is a fee-only financial advisor at J.F. Williams in Denver, Colorado, who holds the CFP credential. J.F. Williams reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Holly →
Facts
| Firm | J.F. Williams |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $286.5M across 499 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 7362034 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | jfwco.com/insights |
How Holly's firm compares
- J.F. Williams's average account is about $574,000, from its Form ADV (assets managed divided by 499 accounts).
Request an introduction to Holly
Tell Holly a little about what you're looking for. Holly isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Holly
Is Holly Pickens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Holly holds no broker registration, and J.F. Williams reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Holly charge for financial advice?
Holly's firm, J.F. Williams, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Holly Pickens based?
Holly Pickens is based in Denver, Colorado.
What credentials does Holly Pickens hold?
Holly Pickens holds the CFP credential.
Is Holly Pickens registered with the SEC?
Yes. Holly Pickens is registered as an investment adviser representative in CO and TX (CRD 7362034), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does J.F. Williams manage?
J.F. Williams reports $286.5M across 499 accounts in assets under management.
How do I contact Holly Pickens?
Through Holly's website, jfwco.com/insights.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.