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William J
ChFC®, Series 63, Series 65
Saginaw, MI
Procyon
William Jones Jr. is a financial advisor with Procyon and holds the ChFC® designation along with Series 63 and 65 licenses. He has 28 years of industry experience and has previously worked at Sigma Planning Corporation, Founders Financial Securities, and Oliver Lagore Vanvalin Investment Group, among others. Outside of his advisory role, he owns two businesses related to farming and landscaping. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, and institutional investors. The firm’s investment approach is primarily long-term and fundamental-analysis driven, managing a substantial portion of assets on a non-discretionary basis while offering comprehensive financial planning and advisory services.
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