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

Jason A Williams

Financial Advisor

The Myrias Group
16
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.

Honored to be recognized in Forbes

I’m excited to share that The Myrias Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.