WILLIAM JONES & ASSOCIATES
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.
WILLIAM JONES & ASSOCIATES
Industry:
Financial Services
Status:
Active
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Current Employees Featured
Founder
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"
Firm Overview | Williams Jones Wealth Management
Williams Jones was established in 1988 as a SEC registered investment advisory firm. In 2019, Williams Jones became part of Focus Financial Partners Inc. On August 31, 2023, funds …See details»
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 …See 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 …See details»
William Jones & Associates - Investments, Portfolio & Company Exits
William Jones & Associates 's most notable exits include Cavium, Elastic Networks, and Kymata. Which industries has this organization had the most exits in? Show . Cavium Cavium …See details»
Williams, Jones & Associates to Join Focus as a New Partner Firm
May 21, 2019 Williams, Jones & Associates, LLC (“Williams Jones”) is an independent investment adviser with offices in New York City and Palm Beach. The firm provides …See details»
Williams Jones Wealth Management Review 2024 - investor.com
Oct 16, 2024 Williams Jones Wealth Management, registered in 2019, serves 39 state(s) with a licensed staff of 19 advisors. Williams Jones Wealth Management manages $10.6 billion and …See details»
William Jones & Associates investor portfolio, rounds & team
William Jones & Associates - . Here you'll find information about their portfolio and investments.See details»
William Jones & Associates - Contacts, Employees, Board …
William Jones & Associates has 1 current employee profile, Founder, Chairman, Partner and CEO William P. Jones, Jr.. William P. Jones, Jr. Founder, Chairman, Partner and CEO Unlock even …See 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 …See details»
Investment Management | Williams Jones Wealth …
At Williams Jones, we offer an extensive range of high-quality reports to meet our client's reporting needs. Powered by Advent Portfolio Exchange, the industry-leading portfolio management and performance reporting software, we provide …See 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 …See 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 & Associates’s primary industries? …See 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 …See details»
William P. Jones, Jr. - Founder, Chairman, Partner and CEO
Number of Founded Organizations 1. CB Rank (Person) 1,840,749. Primary Job Title Founder, Chairman, Partner ... Gender Male; LinkedIn View on LinkedIn ; William P. Jones, Jr. is the …See details»
William Jones & Associates — 5 Investments, 3 Exits, 5 Portfolio ...
Deals in the range of 10 - 50 millions dollars are the general things for fund. Opposing the other organizations, this William Jones & Associates works on 51 percentage points more the …See details»
Wealth Management - Williams Jones
Wealth advice begins with understanding our clients’ particular circumstances and near, intermediate and long-term financial goals. Our partners have 35 years average experience …See details»
William A Westen, (703) 670-2492, Dumfries, VA - ClustrMaps
William A Westen is a resident of VA. Lookup the home address and phone 7036702492 and other contact details for this person ... Assets, Associates, & more. Search Report. William A …See details»
Williams Jones & Associates
Experience the Confidence of Unbiased Money Manager Research Can You Imagine Having an Experienced Wealth Manager Help You Evaluate Different Money Managers for YOUR …See 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 …See details»