James D Williams
Investment adviser representative at Crown Point Wealth Advisors
15 yearsExperience
5 statesRegistered in
$185.5MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Crown Point Wealth AdvisorsOct 2022 to now
- Edward JonesAug 2017 to Oct 2022
- Chase Investment Services Corp.Feb 2011 to Aug 2017
- J.P. Morgan Securities LLCFeb 2011 to Aug 2017
- JPMorgan Chase Bank NAFeb 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 5 states (CA, ID, OR, TX, WA).
Crown Point Wealth Advisors
Legal name: Cpwa LLC
$185.5MAssets managed
675Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5739663
- Firm CRD
- 322424