The Wealth Advisory Review – Jason Williams Scam?

Dylan Rieger // Stocks


December 4  

Is your inbox being flooded with promotional material for Jason Williams' The Wealth Advisory Newsletter?

Is his promise of big returns making you want to buy?

Don't buy anything until you read this review.

Below, I'll show you everything about this newsletter so you can determine if it's worth your time or not.

We'll dig into Williams past, take a look at what you get, and most importantly, investigate the results of his stock picks.

Let's get started!

The Wealth Advisory Summary

Owner: Jason Williams

Price: $249 + major upsells

Rating: 2/5

Do I Recommend? No.

Summary: Jason Williams is your typical hype marketer and does what a hundred other guys do: puts out long stock teasers that make absurd promises for how much you can make if you sign up.


Jason will regularly hint that a stock can get 10,000% to 40,000% returns, but none of his picks have ever come close to that.


Many of his recommendations end up losing money, and historically, his service doesn't beat the market, making it useless.


The only reason The Wealth Advisory exists is so Williams can upsell you a more expensive newsletter down the road.


His publisher, Angel Publishing, will bombard you with manipulative upsells after you buy and try to get you to spend thousands every year.


None of these newsletters are worth it.


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Who Is Jason Williams?

 Jason Williams is an ex-Morgan Stanley analyst who supposedly wanted to stop helping the rich get richer and help the little guy get rich.

It's a nice story, but this is *literally* what every stock picker says about themselves.

All of these guys and girls apparently just got sick of the unethical business practices of major investment banks like Morgan Stanley, Goldman Sachs, etc.

Obviously, this isn't true.

Selling stock picks directly to customers is an extremely lucrative business, and it's a multi-billion dollar industry.

Additionally, one thing that jumps out on Williams' resume is that he worked for a company called Agora.

At one time, Agora was the biggest company selling stock picks directly to consumers.

They pioneered the marketing strategy that Williams uses to sell his newsletters.

This strategy involves long stock teasers that hype up a stock pick and make you buy a subscription to learn about the stock.

Agora is well known for their horrible business practices, and they're very unethical.

They've been fined millions in the past for ripping off senior citizens.

Remember: This is the company Jason worked at after Morgan Stanley, when he claimed he wanted to help the little guy make money.

Overall, there's a hundred Jason Williams' in the stock picking industry; nothing makes him special.

How The Wealth Advisory Sales Funnel Works

The average person, who doesn't know much about investing or how marketing funnels work, can fall prey to the kind of funnel Jason uses.

This is especially true because these newsletter companies tend to target senior citizens who aren't internet-savvy.

So here's how Jason Williams sells his newsletters and will eventually try to get you to spend thousands of dollars per year:

Step 1: The Stock Teaser

I mentioned the stock teaser in the previous section and want to expand on it.

This is how 95% of the stock-picking industry sells their newsletters.

This involves grossly overstating how much a stock could potentially make and putting together a long sales presentation about the potential of a stock.

However, they don't name the stock.

Instead, they drop some hints about it and make you pay to learn about it.

Here's an example of a stock teaser Jason is currently running:

This is a teaser that goes on to say you can make over $30,000 per year on electric vehicle charging stations.

Jason is hinting at investing in REITs, which will rent out these chargers.

You make money by investing in the REITs and getting a dividend.

One thing Jason never tells you is that you'll need to invest over a million in these REITs to make $30,000 a year.

If you only have $50,000 to invest, you'll make around $3500 per year.

If you only have $10,000 to invest, you'll make around $350 per year.

Step #2: Sell A Cheap Newsletter

Nobody is going to spend thousands of dollars on a product a stranger is selling them right away.

This is well-known in marketing.

Instead, you want to sell something cheap and sell the more expensive product over time, after you've gained a little trust.

This is the whole purpose of The Wealth Advisory.

This is the newsletter Jason will most likely try to sell to you at the end of one of his stock teasers.

Once you buy, you'll get stock picks that won't beat the market, and then you'll start getting upsells for other newsletters.

Step #3: The Upsell

The last place you want to be is on the email list of a stock-picking company.

They are going to bombard your email with over-the-top sales presentations and stock teasers.

Some will abruptly hint at returns as high as 40,000%.

The people at Angel Publishing do this all the time.

But to buy The Wealth Advisory, you have to hand over your email address, and once you do, you'll get endless upsells sent to you.

Most of the products they'll try to get you to buy cost thousands of dollars per year and can cost up to $10,000 per year.

This is where the real money is for stock pickers.

It's not selling newsletters for $49 per year; that's just bait to get you into the sales funnel.

These services, which cost thousands of dollars a year, are really what they're trying to sell you.

I've reviewed hundreds of stock picking services, and these expensive newsletters almost NEVER beat the market, and typically they underperform the cheap newsletters.

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The Offer Is Very Typical

All the creativity in the stock picking industry goes into stock teasers and marketing tactics.

It's a shame that's where these companies put most of their energy.

In the end, The Wealth Advisory is offering exactly the same thing that other newsletters are offering.

You get the following:

  • A monthly newsletter with new stock picks
  • Model portfolio
  • Portfolio updates
  • Special reports hyping up the next big stock

Again, every single investing newsletter follows this exact same blueprint.

Monthly stock pick, model portfolios, and special reports - a dime a dozen offer.

Before the internet, companies did monthly stock picks because it took time to create a newsletter and mail them out.

For some reason, these stock picking companies still use this model despite having access to the internet.

Why all these guys still follow the one stock per month rule is something I'll never understand.

What if there's two good stock picks?

What if there's no good stock picks?

You unnecessarily handcuff yourself when you have such a rigid rule about when you're going to recommend a stock.

Customer Reviews Aren't Good

Another red flag about The Wealth Advisory is that there are a lot of bad reviews, and it's been getting bad reviews for years.

The best place to get customer insights into stock newsletters is Stock Gumshoe.

86 customers have rated this newsletter, and it only gets a 2.2 out of 5:

On top of this you can find the following reviews in the comment section:

As you can see, the marketing is a major complaint, and it's something I agree on.

It's so over the top, it's hard to take someone like Jason or any of his clones seriously.

But there's more to the complaints than just the advertising.

Here's a bunch of other reviews I found pointing out the flaws in the newsletter:

Underperformance of specific recommendations:

  • "While I appreciate the newsletter's focus on dividends, I've been disappointed in the performance of some of the individual stock recommendations. A few picks haven't lived up to the hype, and my portfolio has suffered as a result." - Sarah Lee, subscriber for 2 years

Lack of diversification:

  • "The newsletter seems overly focused on dividend-paying stocks, even when the market conditions might favor other investment strategies. I feel like it could benefit from a more diversified approach to include growth stocks or other asset classes." - Mike Johnson, subscriber for 1 year

High subscription cost:

  • "The annual subscription fee is quite high, and I'm not sure if the newsletter's recommendations are worth the price tag. I'm considering canceling if I don't see more consistent returns." - Emily Chen, subscriber for 6 months

Lack of personalized advice:

  • "While the analysis is informative, I wish the newsletter offered more personalized advice tailored to individual investor goals and risk tolerance. It feels like a one-size-fits-all approach, which isn't helpful for everyone." - David Miller, subscriber for 3 months

Overly promotional tone:

  • "I find the newsletter's tone a bit too salesy at times. It feels like they're constantly pushing their other paid services or affiliated products, which can be distracting from the core investment content." - Susan White, subscriber for 1 year

There Is One Thing I Like About Angel Publishing

Angel Publishing is the company that owns The Wealth Advisory, and there's one thing they do that is truly good and separates them from competitors: they offer money back refunds on their expensive newsletters.

The trick most stock picking companies do is to offer a great refund on their cheap newsletters.

Some will offer a year-long money back refund on their newsletters that are $49 per month.

But almost all these scummy companies don't do the same for their products that cost thousands of dollars per year.

Instead, they offer a credit refund, which means you can only use the money to buy other newsletters.

There's no way to get your money back.

Angel Publishing offers 90 day money back guarantees on all of their products, whether they cost a few hundred or a few thousand.

So kudos to Angel Publishing for at least getting this part of their business right.


I've been reviewing investing newsletters for years now and have reviewed hundreds of them.

There aren't many people who understand this industry the way I do.

Most of the time I write a review, and customers of the newsletter leave a comment wishing they read my review before they bought the newsletter.

These flashy newsletters almost never deliver on what they promise and target people who aren't investing saavy.

A beginner to investing may see one of these stock teasers claiming you can rich off a stock pick, but anyone with true experience knows this isn't going to happen.

You're not supposed to get rich with stocks fast.

That's a complete fantasy.

You make smart investments, and over time, you build your wealth year by year.

You should avoid anyone who is selling a strategy that's different from this.

Stock pickers historically do badly and almost never beat the market.

This is going to be the case with The Wealth Advisory.

Maybe sometimes they'll have a stock pick that beats the market, but you'll never get the 20,000% returns they're promising.

There isn't a single stock that Jason has recommended at The Wealth Advisory that has ever done that.

So avoid The Wealth Adivsory and any place that markets like Angel Publishing, which is basically all stock picking companies and services.

Only a few avoid these marketing tips and manage to beat the market.

To see my favorite newsletter that does just this, click below:

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About the Author

Dylan is an investing and passive income watch dog. He created Level Up Your Wealth to prevent people from wasting money on scam programs and to recommend high quality offers.

Dylan Rieger

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