WILLIAMS JONES WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 301925). Regulatory assets under management: $12.5B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Michael Joseph Obrien | CHIEF COMPLIANCE OFFICER | — |
| Jeff Schweon | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER; CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER | New York, NY |
| Jr. William Jones | CHAIRMAN, PARTNER | — |
| John Joseph Eager | PRESIDENT, TREASURER AND PARTNER | — |
| Barbara Ann Tarmy | PARTNER | — |
| Hoa Van Le | CHIEF OPERATIONS OFFICER, PARTNER | — |
| TARMY BARBARA ANN | PARTNER | — |
| JONES WILLIAM PICKERING | CHAIRMAN; CHAIRMAN, PARTNER | — |
| EAGER JOHN JOSEPH | PRESIDENT, TREASURER AND PARTNER; PRESIDENT, TREASURER AND PARTNERS | — |
| SCHWEON JEFF | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF LEGAL OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER | — |
| LE HOA VAN | CHIEF OPERATIONS OFFICER, PARTNER | — |