CRD: 301925
Williams Jones Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-22-2019
- Office Locations
- 2
Office Locations
About Williams Jones Wealth Management, LLC
Williams Jones Wealth Management is a New York-based fiduciary advisory firm serving retail and institutional clients with strictly customized portfolios (no model-based investing). Its core offering is proprietary fixed income and equity management backed by dedicated research resources, commonly implemented via ETFs alongside municipal and agency bonds. Portfolio managers average 35 years of experience; custody includes Schwab and Fidelity.
Reported data analysis
What the numbers show
Between April 29, 2025 and April 30, 2026, reported AUM increased 7.4%, from $11.6B to $12.5B.
Across 5 reported observations, AUM increased 13.9% between October 27, 2022 and April 30, 2026, from $11.0B to $12.5B.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 24 advisory representatives and 1,754 clients, or 73.1 clients per representative. That equates to $7.1M in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Williams Jones Wealth Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Williams Jones Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN JOSEPH EAGER
PARTNER, President, Registered Representative, TREASURER
- CRD
- #1061657
- Ownership
- Less than 5%
WILLIAM PICKERING JONES, JR. JR.
Chairman, PARTNER, Vice President
- CRD
- #4345770
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
FRANCO GIOVANNI AGAPITO
--
- CRD
- #4966522
Evan Michael Binder
--
- CRD
- #6853788
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,419,932,178 | $2,633,015 |
| Non-Discretionary | $54,615,948 | $769,239 |
| Total | $12,474,548,126 | $2,605,378 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Williams Jones Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Williams Jones Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing