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Chairman, Partner · Williams Jones Wealth Management, LLC

Jr. W. P. Jones

CRD 4345770 · Named on Form ADV at one SEC-registered adviser

At a glance

Williams Jones Wealth Management, LLC, an SEC-registered wealth manager based in New York, NY with $12.5 billion in regulatory assets, lists Jr. W. P. Jones on its Form ADV as Chairman, Partner, a control person.

Firms and roles

AtlasMembers

Jr.’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John J. EagerPresident, Treasurer and Partner, Williams Jones Wealth Management, LLC
  • Barbara A. TarmyPartner, Williams Jones Wealth Management, LLC
  • Hoa V. LeChief Operations Officer, Partner, Williams Jones Wealth Management, LLC
  • Michael J. ObrienChief Compliance Officer, Williams Jones Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jr.’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.