William Jones, financial advisor Louisville KY

William Jones

CRD Number: 1405435
Current Firm: Raymond James Financial Services Advisors, Inc.

William Jones (CRD# 1405435) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Louisville, KY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Louisville, KY Jun 2023 - Current < 1
Raymond James Financial Services Advisors, Inc. Louisville, KY Jun 2023 - Current < 1
Harmony Wealth Partners Louisville, KY Jun 2023 - Current < 1
Wr Jones LLC Louisville, KY Jun 2023 - Current < 1
Raymond James & Associates Louisville, KY Nov 2014 - Current 9
J.p. Morgan Securities Inc. Louisville, KY Apr 2010 - Nov 2014 4
Jpmorgan Chase Bank Louisville, KY Mar 2010 - Nov 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination Mar 1994
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for William R. Jones
Phone Number: 727-567-3020
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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