Jason Lee Williams

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Richmond, VA
• 11/2016 → 03/2018
  Wells Fargo Clearing Services, Llc
  Richmond, VA
• 03/2018 → 03/2020
  Ameriprise Financial Services Inc
  Richmond, VA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Richmond, VA

Previous Registrations

• 2009-04-17 → 2018-03-16
  Wells Fargo Clearing Services, Llc
  Richmond, VA
• 2007-02-09 → 2009-04-23
  Edward Jones
  Mechanicsville, VA

Other Businesses

Real Estate Ownership; Commercial; 7421 Lee Davis Rd Mechanicsville Va, 23116, ,; Not Investment-Related; 01/01/2010. Business Ownership; 7421 Lee Davis llc; landlord; real estate property; 7421 Lee davis rd Mechanicsville va 23116, ,; Not Investment-Related; 01/01/2010; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-26
• S63 Uniform Securities Agent State Law Examination
  1998-10-14