William Christopher Jones

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2023-11-17
MD	RA	APPROVED	2020-09-03

VA RA
APPROVED

Since 2023-11-17
MD RA
APPROVED

Since 2020-09-03

Branch Locations

8000 Towers Crescent Drive 13Th Floor, Vienna, VA 22182 • United States

10980 Grantchester Way, Suite 330, Columbia, MD 21044 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Pnc Investments	Pittsburgh	PA	11/2009	09/2020
Commonwealth Financial Network	Waltham	MA	09/2020	Present
Cypress Wealth Management	Columbia	MD	02/2021	Present

11/2009 → 09/2020

Pnc Investments

Pittsburgh, PA
09/2020 → Present

Commonwealth Financial Network

Waltham, MA
02/2021 → Present

Cypress Wealth Management

Columbia, MD

Previous Registrations

2009-11-09 → 2020-09-10

Pnc Wealth Management Llc

Baltimore, MD

Columbia, MD

Ellicott City, MD

Glen Burnie, MD

Woodstock, MD

Hanover, MD

Glen Burnie, MD

Elkridge, MD

Hanover, MD

Glen Burnie, MD

Odenton, MD

Clarksville, MD

Odenton, MD

Gambrills, MD

Fulton, MD

Odenton, MD

Columbia, MD

Ellicot City, MD

Columbia, MD

Ellicot City, MD
2005-09-09 → 2009-11-11

Ameriprise Financial Services, Llc

Columbia, MD

Columbia, MD

Other Businesses

Fixed insurance sales; as of 09/03/2020; 5% time spent during business hours; Not conducted at branch location; Investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-09-08

S66 Uniform Combined State Law Examination

2005-09-08

View on SEC IAPD

Current Employers

Commonwealth Financial Network

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews