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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-05-2024
- Office Locations
- 2
Office Locations
About GPS Investments
Global Portfolio Solutions (GPS Investments) is a Scottsdale, AZ wealth management practice led by CFP William J. Jones, providing investment planning, ongoing asset management, and education and retirement planning for individuals and families. Portfolios commonly use ETFs and mutual funds. Advisory services are offered through Mutual Advisors, LLC d/b/a Global Portfolio Solutions (SEC-registered RIA), with brokerage via Fortune Financial Securities; custody includes Fidelity/NFS.
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Owner & Executives
WILLIAM JOSEPH JONES
Chief Executive Officer, FOUNDER
- CRD
- #1943251
- Ownership
- 75% or more
Trevor Robert Cross
Chief Compliance Officer, Senior Manager
- CRD
- #6977085
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,696,231 | $362,773 |
| Non-Discretionary | $0 | -- |
| Total | $127,696,231 | $362,773 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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