About Williams Jones
Williams Jones is a Financial Services company based in New York (United States) founded in 1988 by William P Jones. It provides customized wealth management, investment, and financial planning services. It operates on a B2C model. The company has 37 employees. Williams Jones offers products and services including Wealth Management, Investment Management, and Financial Planning. Its focus areas include Finance, Wealth Management, Investment Services and Portfolio Management. Its legal entity is WILLIAMS JONES WEALTH MANAGEMENT, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Williams Jones Wealth Management focuses on preserving and growing client capital through personalized investment strategies and financial planning. The firm operates as a fiduciary, emphasizing long-term objectives without unnecessary risk, and offers expertise in multiple asset classes. Based in the United States, it serves wealthy individuals with tailored solutions, including portfolio management and advisory services, while prioritizing client loyalty and comprehensive needs.
- Headquarters New York, United States
- Employees 37
- Founders William P Jones
- SectorsFinancial Services
- Email••••••••
- Website williamsjones.com
- Legal Name Williams Jones Wealth Management, Llc
- Employee Count37
Products & Services of Williams Jones
Williams Jones offers a comprehensive portfolio of products and services, including Wealth Management, Investment Management, and Financial Planning.
Customized strategies for preserving and growing client wealth.
Manages portfolios across asset classes for risk-adjusted returns.
Develops personalized plans to meet individual financial goals.
People of Williams Jones
1 people are tracked at Williams Jones (1 in leadership); the tracked headcount is 37.
| Name | Role | Group |
|---|---|---|
William P Jones | Founder | Leadership |
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Competitors of Williams Jones
Williams Jones has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Williams Jones
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Web traffic of Williams Jones
The website of Williams Jones (williamsjones.com) receives about 1.5K visits a month.
- Monthly visits1.5K
▲ 16.6% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Williams Jones (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Williams Jones
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Frequently Asked Questions about Williams Jones
Williams Jones was founded in 1988.
Williams Jones is headquartered in New York, United States. It is registered at New York, New York, United States.
Williams Jones has 37 employees.
Williams Jones Wealth Management focuses on preserving and growing client capital through personalized investment strategies and financial planning. The firm operates as a fiduciary, emphasizing long-term objectives without unnecessary risk, and offers expertise in multiple asset classes. Based in the United States, it serves wealthy individuals with tailored solutions, including portfolio management and advisory services, while prioritizing client loyalty and comprehensive needs.
Williams Jones's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Williams Jones offers Wealth Management, Investment Management, and Financial Planning.
Williams Jones operates through Williams Jones Wealth Management, Llc.