William Joseph Jones

CRD 1030683 · Morgan Stanley · Coeur D'alene, ID

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 65Series 63Series 9Series 10Series 8SIESeries 7
Registered states (18): Alabama · Arizona · California · Colorado · Florida · Georgia · Hawaii · Idaho · Michigan · Minnesota · Nevada · New Jersey · New York · Ohio · Oregon · Texas · Utah · Washington
Years in the industry (source record): 44
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1030683 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (10)

From the source registration record · current first

Morgan StanleyCurrent
Coeur D'alene, ID · IA capacity

Jun 1, 2009 → present
Citigroup Global Markets Inc.
BD capacity

Mar 1, 2004 → Jun 1, 2009
Citigroup Global Markets Inc.
IA capacity

Feb 26, 2004 → Jun 1, 2009
Morgan Stanley
IA capacity

Dec 12, 1997 → Feb 26, 2004
Morgan Stanley Dw Inc.
BD capacity

Jul 9, 1993 → Feb 26, 2004
Everen Securities, Inc.
BD capacity

Sep 4, 1990 → Jul 21, 1993
Bateman Eichler, Hill Richards, Incorporated
BD capacity

Dec 13, 1988 → Sep 4, 1990
Birr Wilson, Inc.
BD capacity

Jul 26, 1988 → Dec 21, 1988
Bws, Inc.
BD capacity

Apr 1, 1986 → Aug 9, 1988
Birr, Wilson & Co., Inc.
BD capacity

Apr 29, 1982 → Apr 1, 1986

Source & corrections

Where this page comes from

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