# WILLIAMS JONES WEALTH MANAGEMENT, LLC

WILLIAMS JONES WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 301925
- Type: SEC-registered investment adviser
- SEC file number: 801-116946
- Location: 717 FIFTH AVENUE, 11TH FLOOR, NEW YORK, NY, 10022
- Phone: 212-935-8750
- Latest filing: 2026-04-30
- Regulatory AUM: $12.5B
- Discretionary AUM: $12.4B
- Non-discretionary AUM: $54.6M
- Clients: 52
- Accounts: 4,788

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (11)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301925/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301925/similar
- Related entities: https://search.stillhousedata.com/firm/301925/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301925

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.