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William Bartow Jones

Saturna Capital Corp.

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About William Bartow Jones

William Jones is a financial advisor with Saturna Capital Corp., based in Bellingham, WA. William has been in the industry since 2013 and has a strong track record of success in providing financial planning and portfolio management services to individuals, families, and businesses. William holds a Chartered Financial Analyst (CFA) designation and is a Series 7TO, Series 63, and SIE licensed professional. William focuses on providing personalized financial guidance to clients, with a commitment to building long-term relationships.

Firm Information

William Jones is currently registered with Saturna Capital Corp.. Saturna Capital Corp. is an investment advisor based in BELLINGHAM, WA. They manage $8,394,714,767 in assets for 111 clients, primarily investment companies, charitable organizations, and high-net-worth individuals. They offer financial planning, pension consulting, and portfolio management for individuals, investment companies, and pooled investment vehicles. They also participate in wrap fee programs.
Saturna Capital Corp.

1300 N STATE ST.

BELLINGHAM, WA 98225-4730

$8.39B

Assets Under Management

26

Total Clients

29

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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William Jones’s Registration & Firm History

WA

10/23/2024 - Present

Saturna Capital Corp. (BELLINGHAM WA)

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Licenses & Designations

BC

Issued 04/15/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/03/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Bartow Jones.
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