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James Jason Williams

WILLIAMS FINANCIAL, LLC·NORTH BENNINGTON, Vermont
Unclaimed Profile
12 MAIN STREET, NORTH BENNINGTON, VT 05257CRD# 4806982Firm CRD# 137038
01

About

James Jason Williams is a registered financial advisor based in NORTH BENNINGTON, Vermont, affiliated with WILLIAMS FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WILLIAMS FINANCIAL, LLC
WILLIAMS FINANCIAL, LLC
AUM
$174M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WILLIAMS FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4806982
Firm CRD# 137038
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Jason Williams offer?
James Jason Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH BENNINGTON, Vermont for a consultation.
What are James Jason Williams's credentials?
James Jason Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Jason Williams located?
James Jason Williams is based in NORTH BENNINGTON, Vermont, working with WILLIAMS FINANCIAL, LLC. Their office serves clients in the NORTH BENNINGTON metropolitan area and surrounding communities.
How does James Jason Williams charge for services?
James Jason Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLIAMS FINANCIAL, LLC?
WILLIAMS FINANCIAL, LLC has approximately 7 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)SOUTH BURLINGTON (17)BRATTLEBORO (13)
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Research
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