Jason WilliamsCRD Number: 4140703
Current Firm: Pinyon Pine Capital LLC
Jason Williams (CRD# 4140703) is an Investment Advisor Representative working at Pinyon Pine Capital LLC in Chico, CA and has over 21 years of experience in the finance industry.
Securities America Advisors, Inc.
Stifel, Nicolaus & Company, Incorporated
|Pinyon Pine Capital LLC||Chico, CA||Oct 2010 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2001|
|S65||NASAA Investment Advisors Law Examination||Dec 2010|
Total Assets Under Management57MILLIONS
Total Number of Accounts45ACCOUNTS
Average Account Value$1,275,023
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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