WJ
William R. Jones
OLIVER LAGORE VANVALIN INVESTMENT GROUP
Saginaw, MI 48602
Some features on this profile are disabled
CRD#: 2944696
WJ
Professional summary
William Robert Jones Jr., AIF®, ChFC®, CLU®, who also goes by Bob Colston, William Robert Colston, William Colston, is a registered financial advisor currently at OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. located in Saginaw, Michigan.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. William has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Colston | William Robert Colston | William Colston
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) Colston Financial Planning LLC dba Colston Financial Group, LLC POSITION: Owner/Member NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE 12/2007 ADDRESS: 3127 Davenport Ave., Saginaw, MI DESCRIPTION: Insurance Sales and Services. 2.) Oliver LaGore VanValin Investment Group POSITION: Investment Advisor Representative NATURE: Investment Advice for fee INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE 09/29/2023 ADDRESS: 3127 Davenport Ave., Saginaw, MI DESCRIPTION: Securities Sales and Services� 3.) Walker Insurance Agency/Walker Agency of MI POSITION: Solicitor NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE 04/01/2018 ADDRESS: 250 S. Main Street, Augres, MI 48703 DESCRIPTION: Commercial and Personal Lines of Property and Casualty Insurance 4.) Walker Agency of MI POSITION: Solicitor NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE 04/01/2018 ADDRESS: 2200 M-76 West Branch, MI 48703 DESCRIPTION: Commercial and Personal Lines of Property and Casualty Insurance 5.) Tiger Jones Outdoors LLC POSITION: Sole Member/Owner NATURE: Farming INVESTMENT RELATED: NO NUMBER OF HOURS: 20-25 SECURITIES TRADING HOURS: 0 START DATE 05/15/2019 ADDRESS:1833 Jennifer Lane, St. Helen, MI 48656 DESCRIPTION: Farming, Food plots, Hunting blinds, Land Maintenance, Customer Service 6.) St Helen Cabin Masters LLC POSITION: Sole Member/Owner NATURE: Lawn and Landscape INVESTMENT RELATED: NO NUMBER OF HOURS: 10-15 SECURITIES TRADING HOURS: 0 START DATE 08/18/2022 ADDRESS:1833 Jennifer Lane, St. Helen, MI 48656 DESCRIPTION: Lawn and Landscaping, Customer Service 7.) William R. Colston POSITION: Property Owner/Manager NATURE: Rental Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE 03/01/2010 ADDRESS: 6321 Sunset Drive, St. Helen, MI 48656/41219 Hockey Drive, Lot 194, Zephyrhills, FL 33540, 3125&3127 Davenport Avenue, Saginaw, MI 48602 DESCRIPTION: Own/Manage Rental Properties
CRS (Client Relationship Summary) - RIA
Click below to view William Robert Jones Jr.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
October 2, 2023 - Present
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
Office #1: 3127 Davenport Ave, Saginaw, MI 48602RIA
CRD#: 312989
Saginaw, MI
Past
October 5, 2023 - October 31, 2025
AE FINANCIAL SERVICES, LLC
BD
CRD#: 298608
Saginaw, MI
Past
September 2, 2015 - September 29, 2023
SPC
RIA
CRD#: 110692
SAGINAW, MI
Past
August 28, 2015 - September 29, 2023
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
Saginaw, MI
Past
September 23, 2010 - September 1, 2015
FOUNDERS FINANCIAL SECURITIES LLC
RIA
CRD#: 137945
SAGINAW, MI
Past
October 30, 2009 - September 1, 2015
FOUNDERS FINANCIAL SECURITIES LLC
BD
CRD#: 137945
SAGINAW, MI
Past
July 15, 2009 - November 25, 2009
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
SAGINAW, MI
Past
December 10, 2007 - July 21, 2009
LPL FINANCIAL LLC
BD
CRD#: 6413
SAGINAW, MI
Past
February 24, 2006 - January 8, 2008
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SAGINAW, MI
Past
October 16, 1997 - January 31, 2006
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OL
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
CFG ADVISORS | OLV TAX SERVICES | OLV INVESTMENT GROUP, INC. | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | CLARK FINANCIAL GROUP, LLC
CRD#: 312989 / SEC#: 801-120957
RIA
Registered Investment Advisory firm - (4/26/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(10/2/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
OL
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
CFG ADVISORS | OLV TAX SERVICES | OLV INVESTMENT GROUP, INC. | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | CLARK FINANCIAL GROUP, LLC
CRD#: 312989 / SEC#: 801-120957
RIA
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Contact information
Main Address
607 East Second Avenue Suite 100, Flint, MI 48502
Mailing Address
Phone number
(810) 744-4450
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,606 |
| AUM (Assets Under Management) | $ 607,147,202 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
