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Jason W
Series 66
Indianapolis, IN
Vista Wave Investments, LLC
Jason Williams is a financial advisor with Vista Wave Investments, LLC in Indianapolis, IN, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Cornerstone Wealth Partners, Thurston Springer Miller Herd & Titak, Inc., Wells Fargo Clearing, Merrill, Hatteras Investment Partners LLC, John Hancock Investment Management LLC, and UBS Financial Services. He is also involved in the sale of life, health, and disability insurance. Vista Wave Investments provides discretionary investment management primarily for pooled vehicles and institutional accounts, including ERISA-covered retirement plans. The firm manages accounts with full trading discretion based on client-specific investment policies and delivers ongoing monitoring and regular reporting.
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