Wellington

Jason
K. Williams.

Current Position: Client Relationship Manager at Wellington Group

I am currently serving as a Client Relationship Manager at Wellington Group (www.wellingtongroup.org), where I specialize in building strong, personalized relationships with clients. In this role, I provide tailored financial services and investment strategies to help clients achieve their financial goals.

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Contact Numbers:

+31 858 881 266 – Netherlands
+1 365 747 4094 – Canada
+61 731 303 822 – Australia
+44 20 3750 8575 – United Kingdom
+45 937 01280 – Denmark

WhatsApp: +420 606 897 687

about me

I am a personal broker specializing in providing expert advice and tailored solutions to help individuals and businesses achieve their financial goals. With a deep understanding of the market and a commitment to personalized service, I guide my clients through every step of their investment journey, ensuring they make informed decisions for long-term success.

I specialize in providing personalized brokerage services, focusing on delivering exceptional results while ensuring transparency and trust. I aim to offer clients a seamless experience, with strategic insights into the markets that empower them to make well-informed financial decisions. Whether you are looking to grow your investments or need guidance on market trends, I am dedicated to helping you navigate the complexities of finance with confidence and clarity.

phone

+420-606-897-687

email

broker@wiliams.org

website

www.wiliams.org

Education & Professional Training

2012 - 2014

Master of Financial Services

Harvard University

Cambridge, MA, USA

Studied advanced financial strategies, portfolio management, and market analysis to enhance my brokerage expertise. Gained in-depth knowledge in risk management and investment planning.

2008 - 2012

Bachelor of Business Administration

University of Chicago

Chicago, IL, USA

Focused on business management, economics, and financial markets. Developed a strong foundation in economic theory and strategic financial decision-making.

2004 - 2008

Certification in Wealth Management

London School of Economics

London, United Kingdom

Acquired certification in wealth management, focusing on high-net-worth individuals and corporate clients. Enhanced my skills in estate planning, tax strategies, and personalized investment solutions.

Experience

06/02/2021 - 11/08/2021

Investment Advisor

Cornerstone Wealth Partners (CRD#:299193)

Fort Wayne, IN

Provided tailored financial advice to high-net-worth clients, focusing on portfolio management and retirement planning.
03/16/2019 - 12/31/2020

Investment Advisor

Cornerstone Wealth Partners (CRD#:299193)

Fort Wayne, IN

Specialized in wealth management services, ensuring clients’ financial goals were met with customized investment solutions.
12/12/2014 - 02/15/2019

Investment Advisor

Thurston Springer Financial (CRD#:8478)

Indianapolis, IN

Managed client portfolios, focusing on long-term financial planning, investment strategy, and asset management.
05/10/2010 - 12/16/2014

Broker

Wells Fargo Advisors, LLC (CRD#:19616)

Indianapolis, IN

Focused on executing client transactions, conducting market research, and providing expert advice on various financial products.
06/11/2008 - 02/13/2009

Financial Broker

Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD#:7691)

Greenville, SC

Managed client relationships and executed investment strategies to build and maintain portfolios tailored to individual needs.

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