William Jones is a registered investment advisor, based in Louisville, KY, with 29 years of industry experience.
Location
10200 Forest Green Blvd, Ste 407, Louisville, KY, 40223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an associate/employee and owner of Harmony Wealth Partners LLC, dedicating about half of his time to this role. He is also a member of WR Jones LLC, spending minimal time on it, which was set up in conjunction with his investment practice.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.P. Morgan Securities LLCBroker
PNC Capital Markets LLCBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Johnston, Lemon & CO. IncorporatedBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.