Williams Jones Wealth Management, LLC
Williams Jones Wealth Management, LLC (CRD# 301925) is a financial advisory firm headquartered in New York, NY. They manage $10,568,313,389 in 4,634 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management10,568MILLION
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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
Kyle Eager (CRD# 6395925) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in New York, NY and has over 9 years of experience in the finance industry.
Joseph Ghio (CRD# 6332620) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in New York, NY and has over 8 years of experience in the finance industry.
William Jones, Jr. (CRD# 4345770) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in New York, NY and has 1 year of experience in the finance industry.
Nancy Kokolj (CRD# 1246830) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in New York, NY and has over 38 years of experience in the finance industry.
David Rosenfeld (CRD# 4358173) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in New York, NY and has 1 year of experience in the finance industry.
John Eager (CRD# 1061657) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in New York, NY and has 1 year of experience in the finance industry.
Thomas Gilloran (CRD# 5556179) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in New York, NY and has over 12 years of experience in the finance industry.
Sidney Goudie (CRD# 6930020) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in New York, NY and has 1 year of experience in the finance industry.
J. Kelly (CRD# 2655087) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in New York, NY and has over 28 years of experience in the finance industry.
Karen Ma (CRD# 6930013) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in New York, NY and has 1 year of experience in the finance industry.