Jason R. Williams

PINYON PINE CAPITAL LLC

Ketchum, ID 83340

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CRD#: 4140703

Professional summary

Jason Robert Williams is a registered financial advisor currently at PINYON PINE CAPITAL LLC located in Ketchum, Idaho.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Dr. Williams is a principal and chief investment officer of Pios Capital, LLC since March 2024. Pios Capital is an Idaho exempt reporting adviser that manages a pooled investment vehicle. Its address is 191 E. Sun Valley Road, Suite 204, Ketchum, ID 83340. Dr. Williams spends approximately 50 hours per month managing Pios Capital's investment program, of which approximately 80% are during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Williams's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 8, 2011 - Present

PINYON PINE CAPITAL LLC

Office #1: 191 E. Sun Valley Road Suite 204, Ketchum, ID 83340

RIA

CRD#: 155916

Ketchum, ID

Past

November 28, 2000 - February 20, 2002

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/8/2011)

IAR

Idaho
(12/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/15/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/23/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/21/2000

General Securities Representative Examination

Current Firm

PINYON PINE CAPITAL LLC

CRD#: 155916 / SEC#:

California

Registered Investment Advisory firm - (2/8/2011 Approved)

Idaho

Registered Investment Advisory firm - (3/1/2022 Approved)

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Contact information

Main Address

191 East Sun Valley Road Suite 204, Ketchum, ID 83340

Mailing Address

Po Box 4017, Ketchum, ID 83340

Phone number

(650) 776-1190

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	42
AUM (Assets Under Management)	$ 48,249,524

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason R. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINYON PINE CAPITAL LLC

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/15/2010

Series 63

Date: 1/23/2001

Series 7

Date: 11/21/2000

Current Firm

PINYON PINE CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PINYON PINE CAPITAL LLC

TRUST BUT VERIFY

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