Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Will? Claim Your ProfileWill Barnett Jones is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, Arizona. Will has a background in the financial services industry, having worked with several firms including H.D. Vest Investment Services, Transamerica Capital, Inc., WM Funds Distributor, Inc. and Edward Jones. Will has a strong understanding of the financial markets and has a proven track record of success. Will specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, as well as other advisory services. Will holds Series 7, 24, and 63 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
CA
03/03/2011 - 02/06/2012
H.D. VEST INVESTMENT SERVICES (SAN FRANCISCO CA)
CO
05/12/2008 - 04/08/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CA
04/11/2003 - 11/30/2006
WM FUNDS DISTRIBUTOR, INC. (EL DORADO HILLS CA)
MO
05/07/2002 - 04/02/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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