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RIA / WealthAdvisor38 years in industry

WILLIAM PICKERING JONES, JR.

Advisor at WILLIAMS JONES WEALTH MANAGEMENT, LLC

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7eea060e-d1d5-e02d-5b6b-af71cb780dc9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Aug 5, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

JR. William Pickering Jones

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

JR. William Pickering Jones

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WILLIAMS JONES WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
First registration: Aug 5, 2003
Dual registered: no
Other names: WILLIAM PICKERING JONES|WILLIAM PICKERING JONES
IAPD individual key: 4345770

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WILLIAMS JONES WEALTH MANAGEMENT, LLC	Independent wealth	Aug 23, 2019	n/a	yes	New York, NY	Current employment
WILLIAMS, JONES & ASSOCIATES, LLC	Former SEC adviser	Aug 5, 2003	Aug 23, 2019	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WILLIAMS, JONES & ASSOCIATES, LLC	WILLIAMS JONES WEALTH MANAGEMENT, LLC	Aug 23, 2019	Aug 23, 2019	0	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
106861:301925:NY:2019-08-23	Aug 23, 2019	Aug 23, 2019	NEW YORK, NY	Firm change

Relationships

Registered with (2)

→ WILLIAMS JONES WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 23, 2019 to presentfactForm ADV
→ WILLIAMS, JONES & ASSOCIATES, LLCRegistered adviserregistration: previous registration
Aug 5, 2003 to Aug 23, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7eea060e-d1d5-e02d-5b6b-af71cb780dc9
First observed: Aug 5, 2003
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLIAM PICKERING JONES, JR.

Advisor at WILLIAMS JONES WEALTH MANAGEMENT, LLC

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7eea060e-d1d5-e02d-5b6b-af71cb780dc9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:58 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WILLIAMS JONES WEALTH MANAGEMENT, LLC

Independent wealth

Aug 23, 2019

n/a

yes

New York, NY

Current employment

WILLIAMS, JONES & ASSOCIATES, LLC

Former SEC adviser

Aug 5, 2003

Aug 23, 2019

NEW YORK, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WILLIAMS, JONES & ASSOCIATES, LLC

WILLIAMS JONES WEALTH MANAGEMENT, LLC

Aug 23, 2019

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

106861:301925:NY:2019-08-23

Aug 23, 2019

NEW YORK, NY

Firm change