William Henry Jones

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2023 → 05/2023
  Brown Forman Corporation
  Louisville, KY
• 06/2022 → 08/2022
  Lincoln International
  Chicago, IL
• 09/2019 → 04/2021
  Kindred Healthcare
  Louisville, KY
• 11/2017 → 09/2019
  Atria Senior Living
  Louisville, KY
• 07/2016 → 11/2017
  Turning Point Brands
  Louisville, KY
• 08/2021 → 05/2023
  Carnegie Mellon University
  Pittsburgh, PA
• 05/2023 → 03/2024
  Lincoln International
  Chicago, IL
• 04/2021 → 08/2021
  Unemployed
  Louisville, KY
• 04/2024 → 04/2025
  Solomon Partners
  Chicago, IL
• 07/2025 → Present
  Raymond James Financial Services, Inc.
  Louisville, KY
• 07/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Louisville, KY

Other Businesses

(1) Name of Business: Harmony Wealth Partners Address: Remote Location, Springfield, IL, 62629, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/08/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial planning and wealth management services for clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-09

Designations

• Chartered Financial Analyst