Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Jones is a financial advisor with Morgan Stanley. William has over 40 years of experience in the financial services industry. He is a registered representative with FINRA and a registered investment advisor. William has a wide range of experience in providing financial advice to individuals, families, and businesses. He specializes in investment planning, retirement planning, and estate planning. William is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
04/08/2020 - Present
Morgan Stanley (SAN RAFAEL CA)
CA
03/01/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN RAFAEL CA)
NY
07/09/1993 - 02/26/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
09/04/1990 - 07/21/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
12/13/1988 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
07/26/1988 - 12/21/1988
BIRR WILSON, INC.
NA
04/01/1986 - 08/09/1988
BWS, INC.
NA
04/29/1982 - 04/01/1986
BIRR, WILSON & CO., INC.
IA
Issued 11/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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