WJ
William Joseph Jones
CRD 1943251
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Global Portfolio Solutions, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Global Portfolio Solutions, Inc.
Founder And Chief Executive Officer · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗