Investment adviser representative · Vista Wave Investments, LLC
Jason K. Williams
CRD 4676003 · Indianapolis, IN
At a glance
Jason K. Williams is an investment adviser representative with Vista Wave Investments, LLC in Indianapolis, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jason’s SEC record dates to 2003, about 22 years ago.
Current advisory firm
- Vista Wave Investments, LLCSince February 2022Indianapolis, IN · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2003 (22 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jason’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 8 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.