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Jason Lee Williams

Cgn Advisors, LLC

Bellevue, WA

Manhattan, KS

Williams 360 Financial Advisory, LLC

Redmond, WA

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Current Employers
Cgn Advisors, Llc

512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-03-24
  • WA RA
    APPROVED
    Since 2026-03-24

Branch Locations

Bellevue, WA • United States

512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States

Williams 360 Financial Advisory, Llc

Bellevue, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2015-08-28
  • WA RA
    APPROVED
    Since 2015-08-28

Branch Locations

Redmond, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Williams 360 Financial Advisory, Llc Bellevue WA 03/2015 Present
Cgn Advisors, Llc Bellevue WA 02/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-25
  • S65 Uniform Investment Adviser Law Examination
    2015-08-25
Designations

View on SEC IAPD

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