Jason Williams (CRD# 3087614) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wailuku, HI and has over 25 years of experience in the finance industry.
CRD# 5688894
Edward Jones
CRD# 2922051
Lpl Financial LLC
CRD# 6538887
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Honolulu, HI | Jun 2020 - Current | 3 |
| American Savings Bank | Kahului, HI | Jun 2018 - Current | 5 |
| Cetera Investment Services LLC | St Cloud, MN | Jun 2018 - Jun 2020 | 2 |
| Cetera Investment Advisers LLC | Kahului, HI | Jun 2018 - Jun 2020 | 2 |
| Lpl Financial, LLC | Kahului, HI | Oct 2006 - Jun 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
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- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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