WILLIAM JONES & ASSOCIATES

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Williams, Jones & Associates, LLC ("Williams Jones") is an SEC registered investment advisor that provides customized investment management services to private individuals, retirement plans and non-profit organizations. The Firm currently manages over $5.0 billion in equity and fixed income securities and selects outside managers for hedge fund investments. This website briefly describes the investment products that they currently offer to their clients. What it cannot describe is the more im... portant interplay of these investments in their clients' portfolios and how this has served to protect and grow investment capital in very different and challenging market environments. Markets have become increasingly complex and volatile. Traditional singular investment approaches do not accommodate enough flexibility or provide adequate dimension to deal with today's compressed market cycles. Where before an investment firm could focus on solely delivering excellent equity or bond management, today it is crucial to understand the constant interplay between these and other market sectors to develop satisfactory risk-adjusted return on investment capital.

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WILLIAM JONES & ASSOCIATES

Industry:
Financial Services

Status:
Active

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Current Employees Featured

william-p-jones-jr_image

William P. Jones, Jr.
William P. Jones, Jr. Founder, Chairman, Partner and CEO @ William Jones & Associates
Founder, Chairman, Partner and CEO

Founder


william-p-jones-jr_image

William P. Jones, Jr.

Investments List

Date Company Article Money raised
2003-08-01 Cavium William Jones & Associates investment in Series C - Cavium 18 M USD
2000-11-02 Kymata William Jones & Associates investment in Venture Round - Kymata 67 M USD
2000-05-09 Tsunami Optics William Jones & Associates investment in Series A - Tsunami Optics 3.2 M USD
2000-05-02 USA Digital Radio William Jones & Associates investment in Private Equity Round - USA Digital Radio 41 M USD
2000-02-18 Elastic Networks William Jones & Associates investment in Venture Round - Elastic Networks 21 M USD

More informations about "William Jones & Associates"

William Jones & Associates - Crunchbase

Williams, Jones & Associates, LLC ("Williams Jones") is an SEC registered investment advisor that provides customized investment management services to private individuals, retirement โ€ฆSee details»

Home | Williams Jones Wealth Management

Williams Jonesโ€™ overall investment approach to portfolios has always been to meet our clientsโ€™ long-term financial objectives without assuming unnecessary risk. Over the past 30 years, โ€ฆSee details»

Management Team | Williams Jones Wealth Management

William P. Jones, Jr. is a founder of Williams Jones and serves as Chairman and a Partner of Williams Jones. Previously, Mr. Jones was a Director and Senior Portfolio Manager at Mackay-Shields Associates where he worked from 1982 โ€ฆSee details»

William Jones & Associates - Contacts, Employees, Board โ€ฆ

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William Jones & Associates - Company Profile & Staff Directory

William Jones & Associates is a Financial Services company located in New York, New York with 20 employees. Access William Jones & Associates's email format and William Jones & โ€ฆSee details»

Welcome From Our Chairman | Williams Jones Wealth Management

Dear Investor,Williams Jones Wealth Management, LLC ("Williams Jones") is an SEC registered investment advisor that provides customized wealth management services to private โ€ฆSee details»

Williams, Jones & Associates - Overview, News & Similar

Oct 25, 2022 Williams Jones Wealth Management is an SEC-registered investment adviser with offices in New York City and Palm Beach. The firm provides personalized investment and โ€ฆSee details»

Williams Jones Wealth Management Review - investor.com

Feb 18, 2025 Williams Jones Wealth Management, registered in 2019, serves 39 state(s) with a licensed staff of 19 advisors. Williams Jones Wealth Management manages $11.6 billion and โ€ฆSee details»

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Williams, Jones &a; Associates, LLC ("Williams Jones") is an SEC registered investment advisor that provides customized investment management services to private individuals, retirement โ€ฆSee details»

William Jones - Founder & Chairman at Williams, Jones

Founder & Chairman at Williams, Jones & Associates. William P. Jones, Jr. is a founder of Williams Jones and serves as Chairman and a Partner of Williams Jones. Previously, Mr. โ€ฆSee details»

William Jones & Associates - Investments, Portfolio & Company Exits

William Jones & Associates is an SEC registered investment advisor. New. Resources. Advanced Search. Start Free Trial . Talk With Sales. Pricing. Log In. Log In. Experience the new โ€ฆSee details»

Williams Jones & Associates

Name: Williams Jones & Associates: Address: 717 Fifth Avenue Suite 1700 New York, NY 10022: Phone: 212-935-8750 (212)753-3072: Website: www.williamsjones.comSee details»

Williams, Jones & Associates | Company Overview & News - Forbes

Williams, Jones & Associates Company Stats. As of January 2025. Headquarters Boise, Idaho Country/Territory United States. Forbes Lists #4. Best-In-State Wealth Management Teams โ€ฆSee details»

Williams, Jones & Associates - Datanyze

Williams, Jones & Associates headquarters are located in 717 5th Ave Fl 17, New York City, New York, 10022, United States What are Williams, Jones & Associatesโ€™s primary industries? โ€ฆSee details»

William Jones & Associates - Tech Stack, Apps, Patents

William Jones & Associates is an SEC registered investment advisor. Start Free TrialSee details»

Williams, Jones & Associates to Join Focus as a New Partner Firm

May 21, 2019 About Williams, Jones & Associates, LLC Williams, Jones & Associates, LLC (โ€œWilliams Jonesโ€) is an independent investment adviser with offices in New York City and โ€ฆSee details»

WILLIAMS JONES & ASSOCIATES INC - WhaleWisdom.com

Dec 31, 2024 Williams Jones & Associates is based out of New York. Williams Jones & Associates is a hedge fund with 1396 clients and discretionary assets under management โ€ฆSee details»

William P. Jones Jr. of Williams Jones & Associates Llc - Profile

William P. Jones Jr. is Chairman; Secretary; Managing Director at Williams Jones & Associates Llc and has been affiliated with Williams Jones & Associates Llc since August-1999. Williams โ€ฆSee details»

William Allen Jones, Jr. - SURA

His passion for classical piano is reflected in his pursuit of an Associates in Applied Arts Degree from Northern Virginia Community College. William Jones is a dynamic finance leader whose โ€ฆSee details»

Williams, Jones & Associates, LLC (New York) | Adviser Rankings

Williams, Jones & Associates, LLC is a large advisory firm based in New York. It manages $6.99 billion of regulatory assets for 3,974 client accounts. It has been registered with the SEC as an โ€ฆSee details»

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