James D Williams Ii
Professional Summary
James D Williams II, who also goes by James D Williams II, James D. Williams, James Daniel Williams Ii, James Daniel Williams, James Williams, is a registered financial advisor currently at CROWN POINT WEALTH ADVISORS located in Hood River, Oregon. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. James has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James D Williams Ii, James D. Williams, James Daniel Williams Ii, James Daniel Williams, James Williams
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
CPWA LLC | CROWN POINT WEALTH ADVISORS
Contact Information
Main Address
1313 Belmont Ave., Hood River, OR 97031Phone Number
(541) 386-2792# of Employees
3SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,274AUM (Assets Under Management)
$185,534,007Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CPWA LLC | CROWN POINT WEALTH ADVISORS
State Registrations and Notice Filings
(4/15/2025)
(4/14/2025)
(10/16/2022)
(3/20/2025)
(4/14/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view James D Williams II's CRS (Customer Relationship Summary).
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