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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.

  1. Saturna Brokerage ServicesSep 2023 to now
  2. Saturna Capital CorporationSep 2023 to now
  3. UnemployedAug 2022 to Sep 2023
  4. Verus AdvisoryNov 2018 to Aug 2022
  5. UnemployedMay 2018 to Nov 2018
  6. Russell InvestmentsNov 2016 to May 2018
  7. 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
Advisor's SEC record (opens in a new tab)
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