James Williams (CRD# 5739663) is an Investment Advisor Representative working at Crown Point Wealth Advisors in Hood River, OR and has over 13 years of experience in the finance industry.
CRD# 4542577
Cuso Financial Services
CRD# 2883618
Commonwealth Financial Network
CRD# 1823893
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Point Wealth Advisors | Hood River, OR | Oct 2022 - Current | 1 |
| Edward Jones | St. Louis, MO | Aug 2017 - Oct 2022 | 5 |
| Chase Investment Services Corp. | Milwaukie, OR | Feb 2011 - Aug 2017 | 6 |
| Jpmorgan Chase Bank Na | Milwaukie, OR | Feb 2011 - Aug 2017 | 6 |
| J.p. Morgan Securities LLC | Lake Oswego, OR | Feb 2011 - Aug 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
- OR
-
Total Assets Under Management111MILLIONS
-
Total Number of Accounts876ACCOUNTS
-
Average Account Value$126,740
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
OR
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