Jason Mc Williams

Advisor at JRM Tax & Wealth Management, LLC

Updated today
JRM Tax & Wealth Management, LLC logo

Firm

JRM Tax & Wealth Management, LLC

Location

Aston, PA

Credentials

CFP®, CPA

Industry experience

3 years

About

I often hear two common questions from my clients: "Am I saving enough for retirement?" and "How can I reduce my tax burden?". These are crucial questions that need comprehensive and objective financial planning.

I’m passionate about helping my clients find financial clarity and achieve their financial goals with personalized planning and investment strategies, with a special focus on tax planning. My mission is to help individuals, families, retirees, and business owners make wise financial decisions and effectively grow, manage, and protect their assets throughout life's various and often complex transitions.

As a fee-only financial planner and fiduciary, I always put my client's interests first. I never receive any commission or incentive and I have an obligation to provide unbiased and trustworthy financial advice. I’m happy to offer flexible fee arrangements for clients who wish to manage their own investments.

I am a CERTIFIED FINANCIAL PLANNER™ professional as well as a Pennsylvania-licensed Certified Public Accountant. I live in Delaware County, Pennsylvania with my wonderful wife, Whitley, and our beautiful daughter.

Client services

Based on JRM Tax & Wealth Management, LLC

Financial planning Portfolio management Tax preparation

Expertise

Business ownership considerations Tax strategies for small businesses

Occupation focus

Founder/Business Owner Self-Employed

Demographic focus

Gen Y/Millennials (Born 1980-1995)

Fee options

AUM

1.00%

Hourly

$250+/hr

Monthly

$300+/mo

Quarterly

$900+/qtr

Location

Aston, PA

Most active in

Pennsylvania · Texas

Work history

JRM Tax & Wealth Management, LLC

2022 - Present (4 years)

Jason R. McWilliams, CPA PLLC

2021 - Present (5 years)

Fairman Group Family Office

2017 - 2021 (4 years)

PriceWaterhouseCoopers

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John L

Series 65

Chadds Ford, PA

The Lyttle Company, LLC

John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.

Active portfolio management Options & derivatives strategies
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Michael C

CFA®

Philadelphia, PA

Carey Investment Solutions LLC

Concentrated stock management
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Li M

Series 65

Wilmington, DE

Annova LLC

Active portfolio management Equity compensation tax strategy Options & derivatives strategies Tax-loss harvesting

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Logan M

CFP®, Series 65

Philadelphia, PA

Pocket Project

Cash flow / budgeting College savings (529s, UTMA, etc.) Tax strategies for small businesses
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Damon G

Series 63, Series 65

West Chester, PA

Jura Investments, LLC

Private / alternative investments Active portfolio management Options & derivatives strategies
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