Jason Williams is a registered investment advisor, based in Dublin, OH, with 26 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold.
Location
6125 Memorial Drive, Dublin, OH, 43017
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Meeder Distribution Services, INC.Broker
August 2026 - Present · 2 mos
Meeder Public Funds, INC.
February 2026 - Present · 8 mos
Previous Registrations
Moreton Asset Management, LLC
May 2019 - April 2026 · 6 yrs 11 mos
Moreton Capital Markets, LLCBroker
October 2013 - December 2019 · 6 yrs 2 mos
Moreton Asset Management, LLC
March 2012 - December 2018 · 6 yrs 9 mos
Contango Capital Advisors, INC.
September 2009 - March 2012 · 2 yrs 6 mos
Zions Bank Liquid Asset Management
August 2009 - December 2009 · 4 mos
Contango Capital Advisors, INC.
January 2007 - August 2009 · 2 yrs 7 mos
Zions Direct, INC.
October 2003 - December 2006 · 3 yrs 2 mos
Zions Direct, INC.Broker
July 2003 - March 2012 · 8 yrs 8 mos
Strategic Advisers, INC.
March 2002 - July 2003 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
November 1999 - July 2003 · 3 yrs 8 mos
State Registrations7 states
COIDNVOHUTWAWY
Advisor
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Exams
No exam information available for this advisor.
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