My Story and Services

Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
Securities Agent: NV, DE, CO, NY, WY, MN, ID, SD, NJ, MT, MI, GA, FL, VA, TX, TN, MA, CA, SC; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

For over 6 years I have been a part of the Financial Industry, assisting clients internationally from throughout Latin America and the United States. I am proud of the strong relationships I have built over time with individuals and their families that I serve. I am deeply dedicated to fulfilling your goals and objectives while dealing with challenges that may occur along the way. Obtaining financial success for all of my clients is my ultimate goal.

Work Experience
2019 - Present: Morgan Stanley

Education
M.S., Finance - Boston College - Chestnut Hill, MA
B.S., Finance - University of Miami - Miami, FL

Series 7 - General Securities Representative
Series 66 - Uniform Combined State Law
SIE - Securities Industry Essentials

Awards
Member of Pacesetter's club since 2021
Languages
Bilingual in English and Spanish

    Location

    200 S Biscayne Blvd
    Ste 1100
    Miami, FL 33131
    US
    Direct:
    (305) 533-1706(305) 533-1706

    Meet My Team

    About Jerry Williams

    Securities Agent: MI, FL, CO, TX, SC, GA, SD, VA, MN, NY, MT, MA, WY, TN, DE, ID, NJ, CA, NV; General Securities Representative; Investment Advisor Representative; Managed Futures

    About James Williams

    James began his career at Morgan Stanley in 2019, after receiving his Masters of Finance degree from Boston College's Carroll School of Management. Prior to joining, he received a Bachelor's degree from University of Miami's Herbert Business School and worked as an analyst for Investec Asset Management during the summer of 2017. He holds the Series 7 and 66 licenses. James has been awarded Pacesetter's Club since 2021.

    His role on the team is in partnership with Senior Advisor, focusing on asset allocation, fixed income, alternative investments and implementing a modern wealth management approach to clients. He covers Central America and Mexico, meeting with clients to guide them through portfolio reviews and assuring clients meet their financial goals.
    Securities Agent: NV, DE, CO, NY, WY, MN, ID, SD, NJ, MT, MI, GA, FL, VA, TX, TN, MA, CA, SC; General Securities Representative; Investment Advisor Representative
    Wealth Management
    Global Investment Office

    Portfolio Insights

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Retirement plan participants
    • Annuities
    4 Financially Smart Ways to Take Money Out of Retirement Accounts
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    4 Financially Smart Ways to Take Money Out of Retirement Accounts

    Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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    2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

    Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

    Family

    Creating customized financial strategies for the challenges that today’s families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Taking Control of Your Finances After Death of a Spouse
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    Taking Control of Your Finances After Death of a Spouse

    Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Qualified Retirement Plans
    Financial Planning for Life After Selling a Business
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    Financial Planning for Life After Selling a Business

    Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    Donor Advised Funds: A Smart Way to Manage Your Giving 
    Article Image

    Donor Advised Funds: A Smart Way to Manage Your Giving 

    There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
    Ready to start a conversation? Contact James Williams today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

    For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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    2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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    3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

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    4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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    Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
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    The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

    Awards Disclosures
    CRC 6491812 (04/2024)