Jason Williams, financial advisor Chico CA

Jason Williams

CRD 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.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
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
Contact Info for Jason R. Williams
Phone Number: 650-776-1190
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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