Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Richard Jontz is a financial advisor who has been in the industry since 1983. William Richard Jontz currently works for Cambridge Investment Research Advisors, Inc. and is registered with FINRA and the state of Tennessee. William Richard Jontz has previously worked for Center Street Securities, Inc., Centaurus Financial, Inc., Titan/Value Equities Group, Inc., and PFS Investments Inc.. William Richard Jontz has experience in various areas of financial advising, including financial planning, portfolio management, pension consulting, and investment company products. William Richard Jontz offers various services to his clients, including financial planning, educational seminars, market timing services, selection of other advisers, and portfolio management for businesses and individuals. William Richard Jontz is committed to providing his clients with personalized service and guidance to help 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.
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.
Solicitation fees from 3rd party money managers
1
2
TN
01/21/2025 - Present
Cambridge Investment Research Advisors, Inc. (Hendersonville TN)
TN
01/04/2018 - 01/03/2022
CENTER STREET SECURITIES, INC. (NASHVILLE TN)
TN
11/25/1998 - 12/31/2017
CENTAURUS FINANCIAL, INC. (NASHVILLE TN)
CA
01/21/1993 - 11/30/1998
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
GA
07/19/1983 - 11/24/1992
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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