Unclaimed Profile

William Jones Debutts

GLENMORE ADVISORS, LLC·ATLANTA, Georgia

Series 3, Series 7, Series 63, Series 65Clean record23 years registeredGLENMORE ADVISORS, LLC

3715 NORTHSIDE PARKWAY, NW, ATLANTA, GA 30327CRD# 2473998Firm CRD# 152975

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Jones Debutts · ATLANTA, GA

Registration

CRD #2473998 · GLENMORE ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

NEW EDGE WEALTH

Jan 2025 – present

EDGE CAPITAL GROUP, LLC

Oct 2018 – Mar 2025

ATLANTA, GA

EDGE ADVISORS, LLC

Jul 2015 – Aug 2018

ATLANTA, GA

GLENMORE ADVISORS, LLC

Mar 2010 – Oct 2014

ATLANTA, GA

CONVERGENT WEALTH ADVISORS, LLC

Aug 2007 – Mar 2010

ATLANTA, GA

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

Jan 2003 – Jul 2007

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · January 22, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLENMORE ADVISORS, LLC

CRD 152975 · SEC 801-71126

AUM

$125M

Regulatory assets under management

Employees

26 client accounts

Services offered by GLENMORE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLENMORE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William Jones Debutts offer?

William Jones Debutts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are William Jones Debutts's credentials?

William Jones Debutts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Jones Debutts located?

William Jones Debutts is based in ATLANTA, Georgia, working with GLENMORE ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does William Jones Debutts charge for services?

William Jones Debutts's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLENMORE ADVISORS, LLC?

GLENMORE ADVISORS, LLC has approximately 2 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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