I believe in the power of what we can do together.
My name is Jason Williams, and I’m your new Advisor Consultant with New York Life Investments. A graduate of the University of Massachusetts at Amherst, I started in the asset management industry with Putnam Investments in 1995. After several years with WisdomTree Investments, I went on to Cohen & Steers and more recently an alternative asset manager. My coverage geography includes Los Angeles, Ventura and Santa Barbara counties.
I was born and raised in Boston, Massachusetts. I relocated to Los Angeles in March of 2000 and have called Southern California home since then. Today, I live in Palos Verdes Estates with my family. My wife and I are celebrating our 20th wedding anniversary this year and have two beautiful teenage daughters who keep us busy. As a family, we enjoy traveling both domestically and abroad. Personally, I love to cook, consider myself a linksman, a passionate sports fan, and German car and watch enthusiast.
I’m excited to be your dedicated contact person and leverage my nearly 30 years of experience.
I take great pride in seeing my advisor clients grow their businesses, while offering solutions and ideas to assist them in becoming the lead consultant in their clients’ lives.
I hope to have the chance to share our investment solutions, with suggestions about how we can partner in the future.
Get insight before it becomes hindsight.
As your advisor consultant, I am invested in delivering value beyond investment performance potential. To help you navigate current market conditions, I have compiled some perspectives and solutions that I strongly believe in, created by the domain experts of our independent boutiques and investment teams.
MainStay MacKay California Tax Free Opportunities Fund (MCOIX)
Seeks current income exempt from federal and California income taxes.
MainStay MacKay Short Duration High Income Fund (MDHIX)
This Fund seeks high current income. Capital appreciation is a secondary objective.
MainStay Fiera SMID Growth Fund (APSGX)
Invests in a diversified portfolio of common stocks of small and mid-cap growth-oriented companies that are selected for their long-term capital appreciation potential.
IQ FTSE International Equity Currency Neutral ETF (HFXI)
Employs a truly passive, simpler approach to international equity investing for broad developed market exposure.
Let’s have a conversation. I’m here to support you.
New York Life Investments is deeply committed to helping you make informed financial decisions. Along with our timely insights, I hope you will see me as a valuable resource that can help you build resilient portfolios across market cycles. For more information about New York Life Investments, visit newyorklifeinvestments.com.
Jason Williams, CIMA®
Advisor Consultant – Los Angeles
P: (424) 327-1541 E: Jason_Williams@nylim.com
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.
Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal, or volatility of returns. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors, and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. No representation is being made that any account, product, or strategy will or is likely to achieve profits. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Clients should consult your tax or legal advisor regarding such matters. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.