Williams Jones Wealth Management, LLC

CRD 301925 · New York, NY · $12.5B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 301925
SEC number: 801-116946
Firm type: RIA
Assets under management: $12.5B as of Apr 30, 2026
Website: www.focusfinancialpartners.com ↗
Phone: 212-935-8750
Address: 717 Fifth Avenue, New York, NY, 10022

Advisors at this firm

21 in our index · page 1 of 1

Franco Giovanni AgapitoCRD 4966522 · New York, NY

IA RegisteredRegistration inactive
Evan Michael BinderCRD 6853788 · New York, NY

IA RegisteredRegistration inactive
John Blair CummingsCRD 1173233 · New York, NY

IA Registered
John Joseph EagerCRD 1061657 · New York, NY

IA Registered
Kyle Joseph EagerCRD 6395925 · New York, NY

IA RegisteredRegistration inactive
Timothy Robert GeorgenCRD 6227414 · Palm Beach, FL

IA RegisteredRegistration inactive
Joseph Bergamo GhioCRD 6332620 · New York, NY

IA Registered
Sidney F. GoudieCRD 6930020 · New York, NY

IA Registered
David Evan GoldbergerCRD 5232428 · New York, NY

IA RegisteredRegistration inactive
William Pickering Jones, Jr.CRD 4345770 · New York, NY

IA Registered
J. Douglas KellyCRD 2655087 · New York, NY

IA Registered
Patrick Michael KennyCRD 6412780 · New York, NY

IA RegisteredRegistration inactive
Nancy Lee KokoljCRD 1246830 · New York, NY

IA Registered
Thomas Haskell MaccowattCRD 1981531 · New York, NY

IA Registered
Malcolm Lauder MacphersonCRD 2554321 · New York, NY

IA Registered
Karen Yuen MaCRD 6930013 · New York, NY

IA Registered
Othilla Tara NowakCRD 6922547 · New York, NY

IA Registered
David Allan RosenfeldCRD 4358173 · New York, NY

IA Registered
Barbara Ann TarmyCRD 873156 · New York, NY

IA Registered
Maureen Clancy TompkinsCRD 4347169 · New York, NY

IA Registered
Henry Augustus WilmerdingCRD 2337349 · New York, NY

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.