Jason Williams
Senior Vice President, Managing Director, AIF, WMS at Raymond James
- Role
- Managing Director, Senior Vice President, Investments at Raymond James
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Experience
Managing Director, Senior Vice President, Investments
May 2004 — Present · Houston, TX, US
Raymond James recognition:20••••23 Chairman\'s Council member20••••13 President\'s Club member20••••09 Rising Star award“Membership is based on prior fiscal year production. Re-qualification is required annually.”I’m proud to have been named to Forbes’ list from 20••••24 Best-In-State Wealth Advisors. See the full rankings here: Wall Street - Top 25 Regional Advisors Under The Age Of 40 (2016 and 2017)“This award is bestowed by an independent third party organization not affiliated with Raymond James. Award candidates are evaluated against 10 objective eligibility and evaluation criteria: 1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations.”
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