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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Williams is a financial advisor with Fidelity Personal and Workplace Advisors. Jason has been in the financial services industry since December 2006. Jason is registered in Texas and Massachusetts. Fidelity Personal and Workplace Advisors is a large financial advisory firm with offices nationwide. Fidelity Personal and Workplace Advisors provides a range of services, including financial planning, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOYD TX)
TX
07/09/2012 - 07/02/2013
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
11/01/2007 - 06/08/2012
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
01/20/1998 - 01/06/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 04/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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