Jason Williams (CRD# 6544349) is an Investment Advisor Representative working at Williams 360 Financial Advisory, LLC in Redmond, WA and has over 8 years of experience in the finance industry. Jason Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Williams 360 Financial Advisory, LLC | Redmond, WA | Mar 2015 - Current | 9 |
| Volunteer Financial Advisory | Redmond, WA | May 2011 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- WA
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts43ACCOUNTS
-
Average Account Value$720,930
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
WA
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