Williams, Jones & Associates, LLC
Williams, Jones & Associates, LLC (CRD# 106861) is a financial advisory firm headquartered in New York, NY. They manage $6,989,768,132 in 3,974 accounts and serve the financial needs of clients across 38 states (or territories).
Current Firm Details
Williams, Jones & Associates, LLC
By the Numbers
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Total Assets Under Management6,990MILLION
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Total Number of Accounts3,974ACCOUNTS
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Average Account Value$1,758,875
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
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, VA, VT, WA, WI, WY
Financial Advisors at Williams, Jones & Associates, LLC
No Advisor Found.
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