William Robert Jones
Investment adviser representative at Procyon
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$9.2BFirm assets
Are you William Robert Jones? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
11 years in the industry.
- ProcyonDec 2025 to now
- Procyon Advisors, LLCDec 2025 to now
- Purshe Kaplan Sterling Investments, Inc.Dec 2025 to now
- Oliver Lagore Vanvalin Investment Group, Inc.Oct 2023 to Dec 2025
- Ae Financial Services, LLCOct 2023 to Oct 2025
- Sigma Planning CorporationSep 2015 to Sep 2023
- Sigma Financial CorporationAug 2015 to Sep 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (MI).
Procyon
Legal name: Procyon Advisors, LLC
$9.2BAssets managed
3,048Clients
54Advisers
9 yearsIn 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
- 2944696
- Firm CRD
- 288239