Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Aubrey Jones is a financial advisor with State Farm Investment Management Corp. William has been in the financial services industry since October 2022. He holds Series 63, 65, 6TO and SIE licenses. William specializes in investment advisory services for individuals and investment companies. He is registered with the state of Arkansas, Kentucky, Mississippi and Tennessee. William also owns and operates Will Jones's Insurance Agency, providing insurance services through State Farm.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
TN
08/30/2023 - Present
State Farm Investment Management Corp. (Memphis TN)
IA
Issued 02/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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