Jason Williams (AEP, CFP®, CPA/PFS)

Jason Williams focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Additional Information

Jason Williams is a Principal and Senior Client Advisor at Sullivan Bruyette Speros & Blayney (SBSB).

Jason provides investment, financial, tax, and estate planning advisory services to his clients. He joined the firm in 2004 and has more than 20 years of diversified experience within the wealth management industry. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (CPA), is accredited as a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants, and holds the ACCREDITED ESTATE PLANNER® designation.

He has been recognized by Washingtonian and Northern Virginia Magazine as one of the area’s top financial professionals. Jason serves on the Peer Review Board of the Journal of Financial Planning and has served as an officer of the Washington, D.C. Estate Planning Council. He is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), and the National Association of Personal Financial Advisors (NAPFA).

Jason earned a BBA degree in Accounting from The College of William and Mary.

NAPFA Start Date

April 16, 2018


This Office

8444 Westpark Dr Ste 610 McLean, VA 22102-5123 Phone: (703) 734-9300