Unclaimed Profile

Jason Mark Williams

MORETON ASSET MANAGEMENT, LLC·FARMINGTON, Utah

SIE, Series 7, Series 24, Series 63, Series 66Clean record24 years registeredMORETON ASSET MANAGEMENT, LLC

40 N 100 E, FARMINGTON, UT 84025CRD# 4046477Firm CRD# 133417

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Mark Williams · FARMINGTON, UT

Registration

CRD #4046477 · MORETON ASSET MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MEEDER PUBLIC FUNDS, INC.

Feb 2026 – present

MORETON ASSET MANAGEMENT, LLC

May 2019 – Apr 2026

FARMINGTON, UT

MORETON ASSET MANAGEMENT, LLC

Mar 2012 – Dec 2018

SALT LAKE CITY, UT

CONTANGO CAPITAL ADVISORS, INC.

Sep 2009 – Mar 2012

SALT LAKE CITY, UT

ZIONS BANK LIQUID ASSET MANAGEMENT

Aug 2009 – Dec 2009

SALT LAKE CITY, UT

CONTANGO CAPITAL ADVISORS, INC.

Jan 2007 – Aug 2009

SALT LAKE CITY, UT

ZIONS DIRECT, INC.

Oct 2003 – Dec 2006

SALT LAKE CITY, UT

STRATEGIC ADVISERS, INC.

Mar 2002 – Jul 2003

MERRIMACK, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · March 18, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORETON ASSET MANAGEMENT, LLC

CRD 133417 · SEC 801-78112

AUM

$3.8B

Regulatory assets under management

Employees

149 client accounts

Services offered by MORETON ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at MORETON ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Mark Williams offer?

Jason Mark Williams specializes in Investment Management, Wealth Management. Contact their office in FARMINGTON, Utah for a consultation.

What are Jason Mark Williams's credentials?

Jason Mark Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Mark Williams located?

Jason Mark Williams is based in FARMINGTON, Utah, working with MORETON ASSET MANAGEMENT, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.

How does Jason Mark Williams charge for services?

Jason Mark Williams's firm is compensated through percentage of aum, hourly charges, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORETON ASSET MANAGEMENT, LLC?

MORETON ASSET MANAGEMENT, LLC has approximately 6 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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