William Jones Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Advantage Investment Management LLC and LPL Financial, LLC. Jones is the owner of Foothills Wealth Management in Greenville, SC. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides account implementation across multiple platforms and custodians.

W Jones is a CFP®-designated financial advisor with 39 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2018. His prior experience includes roles at Advantage Investment Management, LPL Financial, and ownership of Jones Investments. Jones also maintains independent insurance agency activities and business ownership interests outside of his advisory role. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms, access to third-party advisers, and proprietary model strategies.