WILLIAMS JONES WEALTH MANAGEMENT, LLC

CRD #301925 SEC #801-116946 NEW YORK, NY 212-935-8750

SEC Registered Private Funds

Total AUM

$11.6B

Discretionary

$11.6B

Employees

Clients

251

Accounts

4,609

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 29, 2025
Branch Offices: 2
LEI: 254900C95V6RODWJR277

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNERS	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNERS	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNERS	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNERS	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNERS	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNERS	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNERS	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNERS	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNER	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNER	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNER	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNER	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNER	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNER	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNER	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNER	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNER	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNER	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNER	NA	Control
EAGER, JOHN, JOSEPH	I	PRESIDENT, TREASURER AND PARTNER	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN, PARTNER	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN, PARTNER	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN, PARTNER	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN, PARTNER	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN, PARTNER	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN, PARTNER	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN, PARTNER	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN, PARTNER	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN, PARTNER	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN, PARTNER	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN, PARTNER	NA	Control
JONES, JR., WILLIAM, PICKERING	I	CHAIRMAN, PARTNER	NA	Control
LE, HOA, VAN	I	CHIEF OPERATIONS OFFICER, PARTNER	NA	Control
LE, HOA, VAN	I	CHIEF OPERATIONS OFFICER, PARTNER	NA	Control
LE, HOA, VAN	I	CHIEF OPERATIONS OFFICER, PARTNER	NA	Control
LE, HOA, VAN	I	CHIEF OPERATIONS OFFICER, PARTNER	NA	Control
LE, HOA, VAN	I	CHIEF OPERATIONS OFFICER, PARTNER	NA	Control
LE, HOA, VAN	I	CHIEF OPERATIONS OFFICER, PARTNER	NA	Control
LE, HOA, VAN	I	CHIEF OPERATIONS OFFICER, PARTNER	NA	Control
LE, HOA, VAN	I	CHIEF OPERATIONS OFFICER, PARTNER	NA	Control
LE, HOA, VAN	I	CHIEF OPERATIONS OFFICER, PARTNER	NA	Control
LE, HOA, VAN	I	CHIEF OPERATIONS OFFICER, PARTNER	NA	Control
LE, HOA, VAN	I	CHIEF OPERATIONS OFFICER, PARTNER	NA	Control
LE, HOA, VAN	I	CHIEF OPERATIONS OFFICER, PARTNER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF LEGAL OFFICER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF LEGAL OFFICER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF LEGAL OFFICER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF LEGAL OFFICER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF LEGAL OFFICER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF LEGAL OFFICER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF LEGAL OFFICER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF LEGAL OFFICER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER	NA	Control
SCHWEON, JEFF	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
TARMY, BARBARA, ANN	I	PARTNER	NA	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CLAYTON DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON DUBLINER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control

Registrations

Federal

Apr 29, 2025 REGISTERED

Notice Filings (40)

AL AZ CA CO CT DC DE FL GA HI ID IL IN LA MA MD ME MI MN MO MT NC NH NJ NM NV NY OH OR PA PR RI SC TN TX UT VA VT WA WI

Address

717 FIFTH AVENUE
11TH FLOOR
NEW YORK, NY 10022
United States

Phone: 212-935-8750