Williams Jones & Associates LLC
Legal Name: WILLIAMS, JONES & ASSOCIATES, LLC
Full Contact Details
Other Info
Williams Jones & Associates LLC is legally known as WILLIAMS, JONES & ASSOCIATES, LLC. It is a DE Limited Liability Company. This firm has 38 employees, of which 14 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 14, 1988.
Home | William Jones Wealth Management
Skip to main content Who We Are Welcome From Our Chairman Firm Overview Our Philosophy Management Team What We Do Wealth Management Investment Management Financial Planning Our Value What Sets Us Apart Contact Client Login Who We Are Our commitment is to execute solutions across market sectors in ch…
Direct Owners
-
BARBARA ANN TARMY
PARTNER owns more than 10% but less than 25%
-
JEFF SCHWEON
CHIEF LEGAL OFFICER; CHIEF COMPLIANCE OFFICER; PARTNER owns less than 5%
-
JOHN JOSEPH EAGER
PRESIDENT; TREASURER; PARTNER owns more than 10% but less than 25%
-
JONES, JR., WILLIAM, PICKERING
CHAIRMAN; SECRETARY; PARTNER owns more than 10% but less than 25%
-
MALCOLM LAUDER MACPHERSON
PARTNER owns more than 5% but less than 10%
-
MAUREEN CLANCY TOMPKINS
PARTNER owns more than 5% but less than 10%
-
THOMAS HASKELL MACCOWATT
PARTNER owns more than 5% but less than 10%
-
WILLIAMS, JONES & ASSOCIATES, INC.
PARENT COMPANY owns 75% or more
Custodians
-
FIDUCIARY TRUST COMPANY INTERNATIONAL
United States -
TD AMERITRADE
United States
Firms Located Nearby
- Morgan Stanley Private Equity Asia Inc
- SEER Capital Management LP
- Reverence Capital Partners LP
- Miura Global Management LLC
- Executive Monetary Management LLC
- Locust WOOD Capital Advisers LLC
- Kelleher Financial Advisors LLC
- Wafra Capital Partners Inc
- Aquila Investment Management LLC
- SIO Capital Management LLC
Top Holdings
- COSTCO WHSL CORP $128,763k
- Apple Inc $123,381k
- CROWN CASTLE INTL $107,024k
- ADP $106,580k
- ACCENTURE PLC IRELAND $95,044k
- Amazon.com Inc $94,129k
- ALLEGION PLC $88,868k
- ALPHABET INC $82,039k
- AptarGroup, Inc. $73,966k
- Berkshire Hathaway, Inc. $69,181k