Timothy
Georgen
Williams Jones Wealth Management, LLC
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About this Advisor
Timothy Georgen is a financial advisor based in Palm Beach, Florida, working with Williams Jones Wealth Management, LLC. Timothy has previously held positions at Massachusetts Mutual Life Insurance Company, Mml Distributors LLC, Pj Robb Variable Corp, Crump Life Insurance Services, The Vanguard Group, Inc, Charter Oak Financial, Saybrus Partners, Inc, Saybrus Equity Services, Inc, Securities America, Inc, Fisher Investments, and Williams Jones Wealth Management, LLC. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Timothy is part of Williams Jones Wealth Management, LLC, which operates out of Palm Beach, Florida. The firm has 2 offices and 45 employees. The firm manages assets totaling $10.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Williams Jones Wealth Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Williams Jones Wealth Management, LLC Brokerage Details
$10,568,313,389
45
4,634
$2,280,603
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Timothy Georgen Work History
Williams Jones Wealth Management, LLC
Fisher Investments
Securities America, Inc
Saybrus Partners, Inc
Saybrus Equity Services, Inc
The Vanguard Group, Inc
Charter Oak Financial
Crump Life Insurance Services
Pj Robb Variable Corp
Crump Life Insurance Services
Massachusetts Mutual Life Insurance Company
Mml Distributors LLC
Disclosures
Please visit the SEC profile of Timothy Georgen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Williams Jones Wealth Management, LLC
New York, NY
New York, NY
New York, NY
New York, NY
Palm Beach, FL
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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