Jason Williams, financial advisor Farmington UT

Jason Williams

CRD Number: 4046477
Current Firm: Moreton Asset Management, LLC

Jason Williams (CRD# 4046477) is an Investment Advisor Representative working at Moreton Asset Management, LLC in Farmington, UT and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Moreton Asset Management, LLC Salt Lake City, UT Mar 2012 - Current 12
Moreton Capital Markets, LLC Salt Lake City, UT Oct 2013 - Dec 2019 6
Mark H. Smith, Inc. Salt Lake City, UT Jan 2013 - Oct 2015 2
Strata Holdings, LLC Salt Lake City, UT Feb 2012 - Jun 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Jason M. Williams
Phone Number: 801-869-4200
Registered State(s):
  • AZ
  • CO
  • ID
  • MT
  • NV
  • UT
  • WA
  • WY
By the Numbers
  • Total Assets Under Management
    3,813
    MILLIONS
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $25,588,527
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CO, ID, MT, NV, UT, WA, WY

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