WJ
CFP
WJ
CFP
William Jones is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 36 years of industry experience.
Location
Scottsdale, AZ
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Regulatory History (1)
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Employment Separation After Allegations
August 1997Other Business ActivitiesSells Insurance
William is the CEO/Founder of Global Portfolio Solutions, where he places life insurance policies and provides fee-based advisory services, dedicating about a quarter of his time. He is also a life insurance agent with Global Portfolio Solutions and an Investment Advisor Representative with Mutual Advisors, LLC (full-time), and a Registered Representative with Mutual Securities, Inc. (about 10-20% of his time).
Employment History
Current Registrations
Fortune Financial Services, INC.
September 2025 - Present · 8 mos
Fortune Financial Services, INC.Broker
September 2025 - Present · 8 mos
Gps Investments
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Mutual Securities, INC.Broker
January 2021 - September 2025 · 4 yrs 8 mos
Mutual Advisors, LLC
January 2021 - December 2024 · 3 yrs 11 mos
MML Investors Services, LLC
July 2009 - December 2020 · 11 yrs 5 mos
MML Investors Services, LLCBroker
October 1997 - December 2020 · 23 yrs 2 mos
Mimlic Sales CorporationBroker
January 1991 - September 1997 · 6 yrs 8 mos
C.R.I. Securities, INC.Broker
July 1989 - October 1997 · 8 yrs 3 mos
State Registrations25 states
AZCACOFLIAIDILINKYMAMIMNMONCNJNMNYPARITXVAVTWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.