William JonesCRD Number: 5390453
Current Firm: H.d. Vest Advisory Services, Inc.
William Jones (CRD# 5390453) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Tallahassee, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Lpl Financial LLC
Next Financial Group, Inc.
|H.d. Vest Advisory Services||Tallahassee, FL||Jul 2008 - Current||9|
|H. D. Vest Investment Services||Tallahassee, FL||Apr 2007 - Current||10|
|Tax & Accounting Cons.||Tallahassee, FL||Jan 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2007|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV