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717 Fifth Avenue 11Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-14 |
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
249 Royal Palm Way Suite 502, Palm Beach, FL 33480 • United States
717 Fifth Avenue 11Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Williams, Jones & Associates, Llc | New York | NY | 10/1998 | 08/2019 |
| Williams Jones Wealth Management, Llc | New York | NY | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-10 |
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