William Joseph Jones
Investment adviser representative at Gps Investments
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$127.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Fortune Financial ServicesSep 2025 to now
- Gps InvestmentsNov 2024 to now
- Mutual Securities, Inc.Jan 2021 to Sep 2025
- Mutual Advisors, LLC.Jan 2021 to Dec 2024
- MML Investors ServicesOct 1997 to Jan 2021
- Massachusetts Mutual Life Insurance Co.Sep 1997 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Gps Investments
Legal name: Global Portfolio Solutions, Inc.
$127.7MAssets managed
85Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1943251
- Firm CRD
- 333381