Investment adviser representative · Paraklete Financial, Inc.
William N. Jones
CRD 7752305 · Kennesaw, GA
At a glance
William N. Jones is an investment adviser representative with Paraklete Financial, Inc. in Kennesaw, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2023, about 3 years ago. Designations on file: Personal Financial Specialist.
Current advisory firm
- Paraklete Financial, Inc.Since June 2023Kennesaw, GA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Personal Financial Specialist
- Exams
- –
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.