William Jones has been Founder and Chief Executive Officer of Global Portfolio Solutions since September 2024, is a control person of the firm and directly owns 75% or more of it.
Global Portfolio Solutions, Inc. is a Scottsdale, AZ firm with $128M under management, 85 clients and 2 advisers across 3 offices, as of its March 2026 filing.
William Jones’ longest registration was 11 years at MML Investors Services, LLC (2009–2020). Before joining Global Portfolio Solutions in 2024, William Jones was registered through Mutual Advisors, LLC and MML Investors Services, LLC.
- Mutual Advisors, LLC– · 3 yearsScottsdale, AZ · Adviser representative · Firm CRD 167658
- MML Investors Services, LLC– · 11 yearsScottsdale, AZ · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
William Jones is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2024; the most recent is Texas, in March 2025.
- ArizonaSince 22 November 2024
- TexasResidentSince 6 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 June 2016 |
| Series 7 | General Securities Representative Examination | 22 November 1995 |
| Series 22 | Direct Participation Programs Representative Examination | 14 July 1989 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 July 1989 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 July 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Joseph Jones
- CRD
- 1943251
- Firm
- Global Portfolio Solutions · CRD 333381
- Role
- Founder and Chief Executive Officer
- Office
- Scottsdale, AZ
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1989
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does William Jones work?
William Jones has been Founder and Chief Executive Officer of Global Portfolio Solutions, Inc. since September 2024, and is a control person of the firm.
Is William Jones a financial advisor?
Yes. William Jones has a current investment-adviser registration in Arizona and Texas, through Global Portfolio Solutions since November 2024.
How many years of experience does William Jones have?
William Jones has 37 years in the financial industry, since August 1989, across 3 adviser firms.
What exams has William Jones passed?
William Jones has passed 5 licensing exams: the Series 6, Series 63, Series 22, Series 7 and Series 65. The earliest, the Series 6, was passed in July 1989. FINRA credited William Jones with the SIE, which began in October 2018.
Where did William Jones work before Global Portfolio Solutions?
Before Global Portfolio Solutions, William Jones was registered through MML Investors Services, LLC, July 2009 to December 2020.
Where is William Jones based?
William Jones’ registered office is in Scottsdale, AZ.
Is William Jones registered with FINRA?
Yes. William Jones has a current broker registration, under CRD 1943251.
Source: FINRA BrokerCheck
How can I verify William Jones’ record?
Search CRD 1943251 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Jones’ full registration record.