William Jones
Advisor at Boulevard Money
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
William Jones is a financial advisor at Boulevard Money LLC in Nashville, TN, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Advisory Services Network, LLC, AXA Advisors LLC, and Kanter Public Relations. Boulevard Money LLC is an independent investment adviser serving individual clients, including high-net-worth households, with discretionary portfolio management and financial planning services. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, tailoring asset allocation to client goals and risk tolerance, and offers planning support for business owners and rental real estate investors.
Expertise
Based on Boulevard Money
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Project-Based Financial Planning fixed fees range from $500 to $2000, negotiated per client needs. Initial Comprehensive Financial Planning upfront fee of $1000.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.90%
Ongoing Comprehensive Financial Planning monthly fees range from $100 to $500 per month, paid monthly in advance.
Location
4235 Hillsboro Pike, Suite 355
Nashville, TN 37215
Most active in
William J has reported serving >5 clients in these states in the last 12 months.
Tennessee
Work history
Boulevard Money LLC
2021 - Present (5 years)
Advisory Services Network, LLC
2019 - 2021 (2 years)
AXA Advisors LLC
2016 - 2019 (3 years)
Kanter Public Relations
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
William A
Series 66
Nashville, TN
Center Hill Wealth, LLC
Joel B
Series 66
Franklin, TN
Joel Busboom Financial, LLC
Tyler B
CFP®, Series 66
Nashville, TN
Dirigo Private Wealth
Peter S
CFP®, Series 63, Series 65
Franklin, TN
Quantitative Solutions, LLC
Rohit P
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
Christian H
Series 66
Nashville, TN
Christian A. Hermo LLC
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