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Jason A Williams, Financial Advisor serving the Winchester, VA area - Ameriprise Advisors

Jason A Williams

Financial Advisor

The Myrias Group
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Income Strategies

Education

  • Bachelor's Degree, Business with concentration in Finance, Frostburg State University, Frostburg, MD
  • Associate's Degree, Business Technology, Allegany Community College, Cumberland, MD

Awards & recognition

  • The Myrias Group, Forbes Best-in-State Wealth Management Teams, 2023 and 2024

Previous experience

  • Wealth Advisor, Truist Advisory Services (formerly BB&T), 2008-2021

Community participation

  • I am active member in my church and various community organizations. I formerly served as a Deacon at my current church, Victory Church in Winchester, VA.

Interests

  • I enjoy spending time with my family. We enjoy going on camping trips and doing outdoor activities together.
  • I also enjoy working on home improvement projects.
  • I obtained my pilot’s license in 2015 and enjoy flying and traveling.