What departments does Williams Jones Wealth Management have?

Williams Jones Wealth Management has employees across 3 departments including Operations, Banking, Administrative.

What is the largest department at Williams Jones Wealth Management?

The largest department at Williams Jones Wealth Management is Operations with 3 employees.

Where are Williams Jones Wealth Management employees located globally?

Williams Jones Wealth Management has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has Williams Jones Wealth Management's team size changed over time?

Williams Jones Wealth Management's team has decreased from approximately 38 to 37 employees based on available data.

Williams Jones Wealth Management Employee Directory

Financial ServicesNew York, United States11-50 Employees

Williams Jones Wealth Management is a financial services firm founded in 1988 as a SEC-registered investment adviser, headquartered in New York City at 717 Fifth Avenue, 11th Floor, New York, NY 10022. The firm offers customized wealth management services for private individuals, retirement plans, and non-profit organizations, with expertise in equity and fixed income securities and in selecting external hedge fund managers. Portfolios are managed on a per-client basis, with a seasoned portfolio manager and an experienced portfolio administrator as primary contacts, and the team of portfolio managers averages about 35 years of experience. It employs sophisticated portfolio management, research, trading, and client reporting systems to support its investment process. The organization has grown largely through client referrals and maintains offices in New York and Palm Beach, Florida; reported revenue is in the range of $50 million to $100 million.

Williams Jones Wealth Management Global Highlights

North America
86

United States Of America
85
Canada
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Williams Jones Wealth Management's Leadership

A. H. V. L.
Chief Operating Officer
Mobile Phone
Email
J. J. C.
Wealth Advisor, Founding Partner
Mobile Phone
Email
M. T.
Partner
Mobile Phone
Email
M. M.
Senior Vice President
Mobile Phone
Email
A. E. F.
Director Of Operations
Mobile Phone
Email
E. F.
Director Of Operations
Mobile Phone
Email
K. C.
Operations Associate
Mobile Phone
Email
E. B.
Financial Planner
Mobile Phone
Email

Williams Jones Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business Development
Business
Community & Social Services
Other
Legal

Contact profiles from Williams Jones Wealth Management

Name

Title

Contact

Location

Last Update

A. H. V. L.
Chief Operating Officer
Mobile Phone
Email
Oct 18, 2024
J. J. C.
Wealth Advisor, Founding Partner
Mobile Phone
Email
Jun 08, 2026
M. T.
Partner
Mobile Phone
Email
Oct 31, 2024
M. M.
Senior Vice President
Mobile Phone
Email
Oct 30, 2024
A. E. F.
Director Of Operations
Mobile Phone
Email
Oct 17, 2024
E. F.
Director Of Operations
Mobile Phone
Email
Nov 20, 2025
K. C.
Operations Associate
Mobile Phone
Email
Mar 24, 2026
E. B.
Financial Planner
Mobile Phone
Email
Mar 24, 2026
C. M.
Financial Advisor
Mobile Phone
Email
Aug 04, 2024
J. E.
Wealth Management / Client Service Associate
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Williams Jones Wealth Management known for?

Williams Jones Wealth Management was founded in 1988 operates in the Financial Services industry. Explore Williams Jones Wealth Management's company overview page for more information.

What is Williams Jones Wealth Management's most common email format?

Williams Jones Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Williams Jones Wealth Management email formats with LeadIQ.

How many employees does Williams Jones Wealth Management have currently?

Williams Jones Wealth Management has approximately 38 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Williams Jones Wealth Management's key employees and leadership?

As of July 2026, Williams Jones Wealth Management's key employees include:

Chief Operating Officer: A. H. V. L.
Wealth Advisor, Founding Partner: J. J. C.
Partner: M. T.
Senior Vice President: M. M.
Director Of Operations: A. E. F.

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Williams Jones Wealth Management Employee Directory

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