William Carroll Jones
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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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
- Seminars and workshops
Experience
10 years in the industry.
- Equitable Advisors, LLC.Oct 2025 to now
- UnemployedAug 2025 to Oct 2025
- Orchard Rouge LLC.Jul 2023 to Aug 2025
- Louisiana StateJan 2022 to May 2025
- Duquesne UniversityAug 2021 to Dec 2021
- Orchard Park RecreationJun 2021 to Aug 2021
- Orchard Park Little LeagueMar 2021 to Dec 2021
- Neville Lumber Co.Dec 2020 to Aug 2024
- Wegmans Food MarketsJul 2019 to Dec 2019
- Canisius High SchoolSep 2017 to May 2021
- Orchard Park Middle SchoolJan 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8151707
- Firm CRD
- 6627