Jimmy Williams Email & Phone Number
CEO and President and Wealth Advisor @ Compass Capital Management, LLC
Jimmy Williams's Location
Tulsa, OK, US
Jimmy Williams's Work
- CEO and President and Wealth Advisor @ Compass Capital Management, LLC
- Registered Principal and Office of Supervisory Jurisdiction @ Cambridge Investment Research, Inc.
- CEO and President @ Jimmy J. Williams & Co., P.C.
- Former Board of Directors Member and CPA and Financial Planner @ AICPA
- Co-Owner and Investment Adviser Representative @ Asset & Investment Advisors, Inc.
- Former President @ Oklahoma Society of CPAs
- Tax Senior @ Deloitte
Jimmy Williams's Education
- University of Tulsa
MTAX (Masters of Taxation)
2001 - 2006 - East Central University
BS (Accounting)
1983 - 1987 - Stuart High School
High School Diploma (College/University Preparatory and Advanced High School/Secondary Diploma Program)
1980 - 1983
- Cameron Public Schools
High School Diploma (General Studies)
1971 - 1980
Jimmy Williams's Skills
- Strategic Financial Planning
- Estate Tax Planning
- Tax
- Estate Planning
- Financial Planners
- Income Tax
- CPA
- Small Business
- Personal Finance
- Financial Advisory
Jimmy Williams's Summary
Jimmy Williams, based in Tulsa, OK, US, is currently a CEO and President and Wealth Advisor at Compass Capital Management, LLC, bringing experience from previous roles at Cambridge Investment Research, Jimmy J. Williams & Co., P.C., AICPA and Asset & Investment Advisors, Inc.. Jimmy Williams holds a 2001 - 2006 MTAX in Masters of Taxation @ University of Tulsa. With a robust skill set that includes Strategic Financial Planning, Estate Tax Planning, Tax, Estate Planning, Financial Planners and more, Jimmy Williams contributes valuable insights to the industry. Jimmy Williams has 4 emails and 1 mobile phone number on RocketReach.
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ViewJay Jackley
Senior Portfolio Manager at Compass Capital Management, LLC
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