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 |
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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, โฆSee details»
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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 โฆSee details»
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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 & โฆSee details»
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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 โฆSee details»
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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. โฆSee details»
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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»
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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 โฆSee details»
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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 โฆSee details»
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