William Joseph Jones

Current Employers

Employment History

• 09/1997 → 01/2021
  Massachusetts Mutual Life Insurance Co.
  Springfield, MA
• 10/1997 → 01/2021
  Mml Investors Services
  Scottsdale, AZ
• 01/2021 → 09/2025
  Mutual Securities, Inc.
  Camarillo, CA
• 01/2021 → 12/2024
  Mutual Advisors, Llc.
  Omaha, NE
• 11/2024 → Present
  Gps Investments
  Scottsdale, AZ
• 09/2025 → Present
  Fortune Financial Services
  Monaca, PA

Previous Registrations

• 2021-01-04 → 2024-12-19
  Mutual Advisors, Llc
  Scottsdale, AZ
  Scottsdale, AZ
  Omaha, NE
• 2009-07-28 → 2020-12-31
  Mml Investors Services, Llc
  Scottsdale, AZ
  Phoenix, AZ

Other Businesses

1. Global Portfolio Solutions, Start Date: 11/1997, 7702 E. Doubletree Ranch Rd., Ste. 300, Scottsdale, AZ 85258, C-Corp with an S election, Place Life Insurance policies with various carriers and provide fee based advisory services for investment clients, CEO/Founder, Manage and Market the services to clients and customers, Investment Related, 40 Hours per month, 8 Hours per day during trading hours. 2. Life Insurance Agent - Global Portfolio Solutions, Start Date: 1997, 7702 E. Double Tree Ranch Rd., Ste. 300, Scottsdale, AZ 85258, C-Corp with an S election, Sales of Life Insurance, CEO, Periodically review and determine if Life Insurance and or Fixed Annuities as well as Disability Insurance is appropriate for clients or new customers as required, Not Investment Related, 5 Hours per month, 1 Hour per day during trading hours. 3. Broker-Dealer Affiliation; Fortune Financial Services . ; Start Date 09/2025; 7702 E. Double Tree Ranch Rd., Ste. 300, Scottsdale, AZ 85258, Registered Representative; 16/hrs/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-20
• S63 Uniform Securities Agent State Law Examination
  1989-07-11

Designations