Jason R. Mcwilliams
JRM TAX & WEALTH MANAGEMENT
Aston, PA
Some features on this profile are disabled
CRD#: 7507810
Professional summary
Jason Robert Mcwilliams, CFP® is a registered financial advisor currently at JRM TAX & WEALTH MANAGEMENT, LLC located in Aston, Pennsylvania.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jason has worked at 1 firm .
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.
Jason McWilliams is the owner of Jason R. McWilliams, CPA, PLLC a Pennsylvania CPA firm, where he provides tax, accounting, and related services to clients. Jason devotes approximately 50% of his time to activities of the CPA practice and 50% of his time to the activities of the investment advisory firm.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Robert Mcwilliams'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®
CFP®
Start date: 2020
Experience
Current
May 25, 2022 - Present
JRM TAX & WEALTH MANAGEMENT, LLC
RIA
CRD#: 318299
Aston, PA
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
Pennsylvania(5/25/2022)
IAR
Texas(10/2/2023)
Exams
Current Firm
JT
JRM TAX & WEALTH MANAGEMENT, LLC
JRM TAX & WEALTH MANAGEMENT, LLC
CRD#: 318299 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (5/25/2022 Approved)Texas
Registered Investment Advisory firm - (9/27/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Aston, PA
Mailing Address
Phone number
(856) 816-4036
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 661,571 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
