William Jones is a CFA-designated registered investment advisor, based in Chicago, IL, with 2 years of industry experience.
Location
303 W Ohio St, Apt 2207, Chicago, IL, 60654
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2025 - Present · 1 yr 2 mos
Raymond James Financial Services Advisors, INC
July 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.
July 2025 - Present · 1 yr 2 mos
Previous Registrations
Solomon Partners Securities, LLCBroker
April 2024 - April 2025 · 1 yr
Lincoln International LLCBroker
August 2023 - March 2024 · 7 mos
State Registrations2 states
ILKY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.