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WJ

William R. Jones

PROCYON
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 PROCYON 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 10 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Robert Jones Jr.'s CRS (Customer Relationship Summary).
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®
AIF®

Accredited Investment Fiduciary

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

December 10, 2025 - Present

PROCYON

Office #1: 3127 Davenport Avenue Suite B, Saginaw, MI 48602
RIA
CRD#: 288239
SAGINAW, MI
Past

October 5, 2023 - October 31, 2025

AE FINANCIAL SERVICES, LLC

BD
CRD#: 298608
Saginaw, MI
Past

October 2, 2023 - December 8, 2025

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

RIA
CRD#: 312989
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".
PR
PROCYON
PROCYON | PROCYON TRUST | PROCYON PRIVATE WEALTH PARTNERS, LLC | PROCYON PRIVATE WEALTH PARTNERS LLC | PROCYON PARTNERS | PROCYON ADVISORS, LLC

CRD#: 288239 / SEC#: 801-110493

RIA
Registered Investment Advisory firm - (5/26/2017 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
(12/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/23/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/25/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/11/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/14/1997
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/5/2008
General Securities Principal Examination

Current Firm

PR
PROCYON
PROCYON | PROCYON TRUST | PROCYON PRIVATE WEALTH PARTNERS, LLC | PROCYON PRIVATE WEALTH PARTNERS LLC | PROCYON PARTNERS | PROCYON ADVISORS, LLC

CRD#: 288239 / SEC#: 801-110493

RIA
Registered Investment Advisory firm - (5/26/2017 Approved)
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Contact information

Main Address
1 Corporate Drive Suite 225, Shelton, CT 06484
Mailing Address
Phone number
(475) 232-2704
Established
Firm type
Fiscal year end
# of Employees
47

SEC notice filing (38 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PROCYON DISCLOSURE BROCHURE (11/17/2025)

Regulatory assets under management

Total Number of Accounts5,638
AUM (Assets Under Management)$ 7,769,672,465

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.

Company Information

PROCYON

CRD#: 288239Saginaw, MI 48602

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