William M. Jones

BOULEVARD MONEY

Nashville, TN 37215

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CRD#: 6705234

Professional summary

William Michael Jones, who also goes by Michael Jones, W. Michael Jones, is a registered financial advisor currently at BOULEVARD MONEY located in Nashville, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. William has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Jones | W. Michael Jones

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 Michael Jones'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®

None

Experience

Current

October 22, 2021 - Present

BOULEVARD MONEY

Office #1: 4235 Hillsboro Pike Suite 355, Nashville, TN 37215

RIA

CRD#: 316466

Nashville, TN

Past

April 17, 2019 - October 22, 2021

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

Nashville, TN

Past

January 19, 2017 - April 25, 2019

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

FRANKLIN, TN

Past

November 15, 2016 - April 25, 2019

EQUITABLE ADVISORS, LLC

CRD#: 6627

FRANKLIN, TN

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

Tennessee
(10/22/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/9/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/2016

General Securities Representative Examination

Current Firm

BOULEVARD MONEY

BOULEVARD MONEY | BOULEVARD MONEY LLC

CRD#: 316466 / SEC#:

Tennessee

Registered Investment Advisory firm - (10/18/2021 Approved)

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Contact information

Main Address

4235 Hillsboro Pike Suite 355, Nashville, TN 37215

Mailing Address

Phone number

(615) 618-1234

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	38
AUM (Assets Under Management)	$ 6,600,000

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.

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William M. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Michael Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOULEVARD MONEY

ADVISORY SERVICES NETWORK

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/9/2017

SIE

Date: 10/1/2018

Series 7

Date: 11/15/2016

Current Firm

BOULEVARD MONEY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOULEVARD MONEY

TRUST BUT VERIFY

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