AdvisorOS Directory
Claim Profile
Unclaimed Profile
WJ

William Sargent Janes

IRON POINT PARTNERS, LLC·WASHINGTON, District of Columbia
Clean record14 years registeredIRON POINT PARTNERS, LLC
1133 CONNECTICUT AVE., NW, WASHINGTON, DC 20036CRD# 5078669Firm CRD# 157078

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Sargent Janes · WASHINGTON, DC
Registration
CRD #5078669 · IRON POINT PARTNERS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

IRON POINT PARTNERS, LLC
Mar 2012 – present
02

Registrations & Exams

Registration record
First registered · March 13, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IRON POINT PARTNERS, LLC
CRD 157078 · SEC 801-73280
AUM
$1.4B
Regulatory assets under management
Employees
19
16 client accounts
Services offered by IRON POINT PARTNERS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at IRON POINT PARTNERS, LLC →
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WASHINGTON?

Browse all registered financial advisors in WASHINGTON, District of Columbia or claim this profile if it's yours.

Browse WASHINGTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William Sargent Janes offer?
William Sargent Janes specializes in Retirement Planning. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are William Sargent Janes's credentials?
William Sargent Janes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Sargent Janes located?
William Sargent Janes is based in WASHINGTON, District of Columbia, working with IRON POINT PARTNERS, LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does William Sargent Janes charge for services?
William Sargent Janes's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IRON POINT PARTNERS, LLC?
IRON POINT PARTNERS, LLC has approximately 19 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at IRON POINT PARTNERS, LLC

Thomas Charles Lynch
WASHINGTON, DC
Ryan Joseph Haas
WASHINGTON, DC

More Advisors in WASHINGTON, District of Columbia

Charles J.a. D'angelo
ALEXANDRIA CAPITAL, LLC·WASHINGTON, DC
Conley Wayne Patton
BLACK CHAMBER PARTNERS, LLC·WASHINGTON, DC
Derek J A Van Dijkum
BLACK CHAMBER PARTNERS, LLC·WASHINGTON, DC
Caroline Savage
FARR MILLER & WASHINGTON LLC·WASHINGTON, DC
Chad Creighton Sweet
MC2 INVESTMENT MANAGEMENT, LLC·WASHINGTON, DC
Carl Leonard Holubowich
ARMSTRONG, FLEMING & MOORE, INC.·WASHINGTON, DC
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in District of Columbia
WASHINGTON, D.C. (2)WASHINGTON DC (0)WASHING DC (0)
City Guides
WASHINGTON, D.C. GuideWASHINGTON DC GuideWASHING DC Guide
Research
Advisor Fees in District of ColumbiaNational Fee Analysis
Request removal of this profile