Advisor at Crown Point Wealth Advisors
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Firm
Crown Point Wealth Advisors
Location
Hood River, OR 97031
Credentials
Series 66
Industry experience
15 years
James Williams II is a financial advisor at Crown Point Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and J.P. Morgan Securities. Outside of his advisory role, he is involved in hospitality through ownership of a short-term rental property in Rockaway Beach, Oregon. Crown Point Wealth Advisors provides investment management, financial planning, and retirement plan consulting for individuals, trusts, charitable organizations, and corporations. The firm customizes portfolios using asset allocation and diversification strategies, offers fiduciary oversight including quarterly reviews, and utilizes sub-advisors as part of its discretionary management approach.
Based on Crown Point Wealth Advisors
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Fee-only: Financial planning and consulting services are complimentary for clients with investment management services.
1313 Belmont Ave.
Hood River, OR 97031
California · Idaho · Oregon · Texas · Washington
Crown Point Wealth Advisors
2022 - Present (4 years)
Edward Jones
2017 - 2022 (5 years)
J.P. Morgan Securities
2011 - 2017 (6 years)
JPMorgan Chase bank NA
2011 - 2017 (6 years)
Chase Investment Services Corp.
2011 - 2017 (6 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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