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William Braun Jones

Ashton Stewart & CO., Inc.

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About William Braun Jones

William Braun Jones is a financial advisor registered with Ashton Stewart & Co., Inc. William has been in the financial services industry since 2001 and is currently registered with the state of Virginia. William has passed several industry exams including Series 63, Series 24, SIE, and Series 7 exams. William previously worked at Outcome Capital, LLC and McLean Securities, LLC.

Firm Information

William Jones is currently registered with Ashton Stewart & CO., Inc.. Ashton Stewart & CO., Inc. is a Corporation formed in September 1999 and registered with the SEC and in 43 states.

Not reported

Assets Under Management

Not reported

Total Clients

8

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.

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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William Jones’s Registration & Firm History

NJ

02/18/2015 - Present

Ashton Stewart & CO., Inc. (Upper Saddle River NJ)

VA

06/29/2006 - 12/16/2014

OUTCOME CAPITAL, LLC (RESTON VA)

VA

10/27/2000 - 12/05/2005

MCLEAN SECURITIES, LLC (MCLEAN VA)

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Licenses & Designations

BC

Issued 08/16/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Braun Jones.
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