Speaker Details

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Jason Williams

Assistant Editor

Wealth Daily


After graduating cum laude in finance and economics, Jason Williams analyzed complex projects and budgets for the U.S. Army. Then at Morgan Stanley, he led the assistants' team for the North American repo sales desk, responsible for hundreds of multibillion-dollar trades every day. Disillusioned by the often-slimy culture of investment banking, Mr. Williams retired from Wall Street at the ripe old age of 30. A stint as senior analyst of a Fortune 100 company, creating trading strategies for retail investors, led him into the newsletter world. Through intensive research and technical analysis, he singles out the most profitable (and undervalued) investments in order to help individual investors gain true financial freedom and beat the same bigwigs he used to work hand in hand with on Wall Street. Mr. Williams is the assistant editor for The Wealth Advisory dividend/income newsletter.

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