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Nancy Lee Kokolj

Williams Jones Wealth Management, LLC

New York, NY

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Current Employers
Williams Jones Wealth Management, Llc

717 Fifth Avenue 11Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2019-09-05
  • CA RA
    APPROVED_RES
    Since 2019-09-05

Branch Locations

717 Fifth Avenue 11Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Williams, Jones & Associates, Llc New York NY 02/2014 08/2019
Williams Jones Wealth Management, Llc New York NY 08/2019 Present
Previous Registrations
  • 2014-03-12 → 2019-08-23
    Williams, Jones & Associates, Llc
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-12-12
  • S63 Uniform Securities Agent State Law Examination
    1985-12-12
Other Names
  • Nancy Lee Kokolj

View on SEC IAPD

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