CRD: 301925
Williams Jones Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
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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
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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