James J. Williams

James J. Williams
MBA, CFP®, CLU

*Investment Advisor Representative
*Registered Principal
CA Insurance License No. 0C72166


James J. Williams is an Investment Advisor Representative with Cetera Advisor Networks LLC (member FINRA/SIPC) and has been in the financial services industry since 2000. He received the CERTIFIED FINANCIAL PLANNER™ certification in 2003 and has his Series 7, Series 63, and Series 24 securities registrations along with his California life and health insurance license. James is also a Chartered Life Underwriter (CLU) specializing in risk management. He has served as an independent director to several private and public companies assisting them in management, investments, and financial planning. Before entering the financial services industry, James worked for a mergers and acquisitions company. James grew up in San Juan Capistrano and graduated from University of California, San Diego in 2000 with a BA in Economics and played on their NCAA volleyball team. James graduated from Webster University in 2007 with his Masters in Business Administration.

James has been married to Gini Joy since 2001 and lives in Dana Point with their three children. James is actively involved with Crossline Community Church and Saddleback Valley Christian School where Gini Joy teaches Spanish. James enjoys spending his free time with family, exercising, participating in outdoor activities, and furthering his education.

*Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency, member FINRA/SIPC, is a full service broker-dealer and Registered Investment Adviser, providing financial planning, investment advice and brokerage services.

Important COVID-19 NY EXECUTIVE ORDER

Securities and Advisory Services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.  

Online Privacy Policy Privacy Promise Business Continuity Important Disclosures Order Routing

Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved