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Investment adviser representative · Procyon

William R. Jones Jr.

CRD 2944696 · Shelton, CT

At a glance

William R. Jones Jr. is an investment adviser representative with Procyon in Shelton, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2010, about 16 years ago. Designations on file: Chartered Financial Consultant.

Current advisory firm

  • ProcyonSince December 2025Shelton, CT · $9.2B in regulatory assets

SEC adviser record

Registered since
2010 (16 years)
Designations
Chartered Financial Consultant
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
Yes, see the SEC record

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
3 firmsLocked
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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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.

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