Broker Check

James Williams

James J. Williams

James J. Williams

James has been in the financial services industry since 2000. 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, he worked for a mergers and acquisitions company. He has been married to Gini Joy since 2001 and lives with their four children in Dana Point. James enjoys spending his free time with family, exercising, participating in outdoor activities, and furthering his education.

CREDENTIALS:

CERTIFIED FINANCIAL PLANNER™  - CFP Board of Standards, Washington D.C.

CHARTERED LIFE UNDERWRITER™  - College for Financial Planning, Denver, CO

Masters in Business Administration – Webster University

Bachelor of Arts in Economics – University of California San Diego

Insurance Licensed – Life and Health Insurance and Annuities

CA Insurance License # 0C72166

Investment Advisor Representative and Registered Principal

Cetera Advisor Networks LLC

Series 7, Series 63, Series 24 securities registration

 

*Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance agency LLC, CA insurance license #0644976), member FINRA/SIPC a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Williams Financial Advisors, Inc. is not affiliated with Cetera Advisor Networks LLC