Williams, Jones & Associates, LLC

Williams, Jones & Associates, LLC (CRD# 106861) is a financial advisory firm headquartered in New York, NY. They manage $6,312,750,933 in 3,824 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,313
    MILLION
  • Total Number of Accounts
    3,824
    ACCOUNTS
  • Average Account Value
    $1,650,824
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI

Financial Advisors at Williams, Jones & Associates, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nancy L. Kokolj
CRD#: 1246830
717 Fifth Ave, 11th Floor, New York, NY 10022
93
Wealthminder
score

Nancy Kokolj (CRD# 1246830) is an Investment Advisor Representative working at Williams, Jones & Associates, LLC in New York, NY and has over 30 years of experience in the finance industry.

2
William P. Jones, Jr.
CRD#: 4345770
717 Fifth Avenue, Ste. 2400, New York, NY 10022
87
Wealthminder
score

William Jones, Jr. (CRD# 4345770) is an Investment Advisor Representative working at Williams, Jones & Associates, LLC in New York, NY and has 1 year of experience in the finance industry.

3
David A. Rosenfeld
CRD#: 4358173
717 Fifth Avenue, Ste. 2400, New York, NY 10022
87
Wealthminder
score

David Rosenfeld (CRD# 4358173) is an Investment Advisor Representative working at Williams, Jones & Associates, LLC in New York, NY and has 1 year of experience in the finance industry.

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