WJ
William N. Jones
PARAKLETE FINANCIAL
GAINESVILLE, FL 32605
Some features on this profile are disabled
CRD#: 7752305
WJ
Professional summary
William Nmi Jones, who also goes by Will Jones, is a registered financial advisor currently at PARAKLETE FINANCIAL, INC. located in Gainesville, Florida.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. William has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Will 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.
CRS (Client Relationship Summary) - RIA
Click below to view William Nmi 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®
NoneExperience
Current
June 20, 2023 - Present
PARAKLETE FINANCIAL, INC.
Office #1: 925 Northwest 56th Terrace Suite B, Gainesville, FL 32605RIA
CRD#: 142323
GAINESVILLE, FL
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
Florida(7/13/2023)
IAR
Georgia(10/4/2023)
IAR
Texas(6/20/2023)
Exams
Current Firm
PF
PARAKLETE FINANCIAL, INC.
NETMORE PLANNING, LLC | PARAKLETE FINANCIAL, INC.
CRD#: 142323 / SEC#:
Alaska
Registered Investment Advisory firm - (12/9/2024 Approved)Arizona
Registered Investment Advisory firm - (1/17/2024 Approved)Arkansas
Registered Investment Advisory firm - (7/8/2024 Approved)California
Registered Investment Advisory firm - (9/25/2023 Approved)Colorado
Registered Investment Advisory firm - (10/13/2023 Approved)Florida
Registered Investment Advisory firm - (3/10/2022 Approved)Georgia
Registered Investment Advisory firm - (2/13/2007 Approved)Louisiana
Registered Investment Advisory firm - (10/15/2024 Approved)North Carolina
Registered Investment Advisory firm - (4/5/2010 Approved)South Carolina
Registered Investment Advisory firm - (12/22/2017 Terminated)Tennessee
Registered Investment Advisory firm - (8/18/2023 Approved)Texas
Registered Investment Advisory firm - (1/31/2018 Conditional Restricted)Virginia
Registered Investment Advisory firm - (8/22/2024 Approved)PREMIUM
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Contact information
Main Address
Kennesaw, GA
Mailing Address
Phone number
(678) 290-3930
Established
Firm type
Fiscal year end
# of Employees
6
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
