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Aston, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-27 |
| PA | RA | APPROVED | 2022-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jrm Tax & Wealth Management, Llc | Aston | PA | 01/2022 | Present |
| Jason R. Mcwilliams, Cpa Pllc | Aston | PA | 09/2021 | Present |
| Fairman Group Family Office | Chesterbrook | PA | 10/2017 | 09/2021 |
| Pricewaterhousecoopers | Philadelphia | PA | 10/2015 | 09/2017 |
Jason McWilliams is the owner of Jason R. McWilliams, CPA, PLLC a Pennsylvania CPA firm, where he provides tax, accounting, and related services to clients. Jason devotes approximately 50% of his time to activities of the CPA practice and 50% of his time to the activities of the investment advisory firm.
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