Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Phillip Jones jr is an investment advisor representative with Captrust, an investment firm based in Raleigh, NC. William has been in the industry since January 2005. William is registered with the state of Georgia and Texas. William holds the Chartered Financial Analyst designation. William's specializations include portfolio management for individuals and businesses, financial planning, and pension consulting. William has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
04/29/2019 - Present
Captrust (Alpharetta GA)
Active
Inactive
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