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).

Current Firm Details
717 Fifth Avenue, 11th Floor, New York, NY 10022
https://www.linkedin.com/company/williams-jones
By the Numbers
  • Total Assets Under Management
    10,568
    MILLION
  • Total Number of Accounts
    4,634
    ACCOUNTS
  • Average Account Value
    $2,280,603
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
  • Other
Types of Clients
Registered States
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, UT, VA, VT, WA, WI, WY

Financial Advisors at Williams Jones Wealth Management, LLC
Showing 11 - 17 of 17 top financial advisors.
11
Thomas Maccowatt, financial advisor New York NY
Thomas H. Maccowatt
CRD#: 1981531
717 Fifth Avenue, 11th Floor, New York, NY 10022

Thomas Maccowatt (CRD# 1981531) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in New York, NY and has over 29 years of experience in the finance industry.

12
Malcolm Macpherson, financial advisor New York NY
Malcolm L. Macpherson
CRD#: 2554321
717 Fifth Avenue, 11th Floor, New York, NY 10022

Malcolm Macpherson (CRD# 2554321) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in New York, NY and has over 29 years of experience in the finance industry.

13
Brandon Reid, financial advisor Palm Beach FL
Brandon Reid
CRD#: 2191314
249 Royal Palm Way, Suite 502, Palm Beach, FL 33480

Brandon Reid (CRD# 2191314) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in Palm Beach, FL and has over 32 years of experience in the finance industry.

14
Sandra Salas, financial advisor New York NY
Sandra N. Salas
CRD#: 2719328
717 Fifth Avenue, 11th Floor, New York, NY 10022

Sandra Salas (CRD# 2719328) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in New York, NY and has over 13 years of experience in the finance industry.

15
Emily Smith, financial advisor New York NY
Emily A. Smith
CRD#: 6680305
717 Fifth Avenue, 11th Floor, New York, NY 10022

Emily Smith (CRD# 6680305) 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.

16
Barbara Tarmy, financial advisor New York NY
Barbara A. Tarmy
CRD#: 873156
717 Fifth Avenue, 11th Floor, New York, NY 10022

Barbara Tarmy (CRD# 873156) is an Investment Advisor Representative working at Williams Jones Wealth Management, LLC in New York, NY and has over 16 years of experience in the finance industry.

17
Maureen Tompkins, financial advisor New York NY
Maureen C. Tompkins
CRD#: 4347169
717 Fifth Avenue, 11th Floor, New York, NY 10022

Maureen Tompkins (CRD# 4347169) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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