Thomas Maccowatt (CRD# 1981531) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in Palm Beach, FL and has over 29 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2650834
Convergence Investment Partners, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Williams Jones Wealth Management, LLC | New York, NY | Aug 2019 - Current | 5 |
Williams, Jones & Associates, LLC | New York, NY | Oct 1998 - Aug 2019 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 1995 |
- FL
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Total Assets Under Management10,568MILLIONS
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Total Number of Accounts4,634ACCOUNTS
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Average Account Value$2,280,603
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
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