Jason M. Williams

Advisor Consultant at New York Life Investments

Jason M. Williams, CIMA®, is an experienced financial professional currently serving as an Advisor Consultant at New York Life Investments since April 2024. Previously, Williams held the position of Regional Director at FS Investments from October 2021 to April 2024. Prior to that, Williams was the Senior Vice President and Senior Wealth Management Consultant at Cohen & Steers for over eleven years. Additional experience includes serving as Regional Director at WisdomTree Asset Management, Inc., and holding the role of Vice President and Regional Marketing Director at Putnam Investments. Jason M. Williams earned a Bachelor of Arts in Communication from the University of Massachusetts Amherst, where studies were completed from 1991 to 1995, following graduation from Melrose High School in 1991.

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