William Jones, financial advisor Corydon IN
93 score

William Jones

CRD Number: 5335436
Current Firm: J.p. Morgan Securities LLC

William Jones (CRD# 5335436) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Corydon, IN and has over 9 years of experience in the finance industry.

Similar Advisors
Brad Michels, financial advisor Corydon IN
Brad W. Michels
CRD# 2797528
Wealthcare Capital Management LLC
Score
101
Similar Advisors
David Russell, financial advisor Corydon IN
David B. Russell
CRD# 850934
Atlas Brown
Score
100
Similar Advisors
Timothy Corley, financial advisor Corydon IN
Timothy M. Corley
CRD# 3124487
Atlas Brown
Score
98
Company Name Location Dates Years
J.p. Morgan Securities LLC Corydon, IN Oct 2012 - Current 4
Jpmorgan Chase Bank Indianapolis, IN Aug 2007 - Current 9
Chase Investment Services Corp Indianapolis, IN Aug 2007 - Oct 2012 5
Edward Jones St Louis, MO May 2007 - Aug 2007 < 1
Indiana University Bloomington, IN Aug 2003 - May 2007 3
Texas Roadhouse Bloomington, IN Aug 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for William L. Jones
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from William Jones and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.