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professional profile

James Jason Williams, CFP

IAR VT CRD 4806982 Last verified October 2026

Overview

James Jason Williams is an investment adviser representative based in VT, with 22 years in the industry.

Years in the industry
22
States registered
3
Exams passed
2
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 3 states
  • Series 63
  • Series 66

Every state, with registration and license dates

Firms

Employment history since 2005

Book and practice

Firm assets under management on file

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