William Bartow Jones
Investment adviser representative at Saturna Capital Corporation
10 yearsExperience
1 stateRegistered in
CFADesignation
$10.5BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Saturna Brokerage ServicesSep 2023 to now
- Saturna Capital CorporationSep 2023 to now
- UnemployedAug 2022 to Sep 2023
- Verus AdvisoryNov 2018 to Aug 2022
- UnemployedMay 2018 to Nov 2018
- Russell InvestmentsNov 2016 to May 2018
- KeybankJul 2016 to Nov 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Saturna Capital Corporation
$10.5BAssets managed
104Clients
34Advisers
36 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
- 7802656
- Firm CRD
- 25586