Jason Lloyd Williams

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → 04/2021
  Sullivan, Bruyette, Speros & Blayney, Inc
  Mclean, VA
• 04/2021 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2005-02-17 → 2021-04-13
  Sbsb Financial Advisors
  Mclean, VA
  Mclean, VA
• 2002-07-31 → 2004-07-07
  May & Barnhard, Pc
  Bethesda, MD

Designations

• Certified Financial Planner
• Personal Financial Specialist