Timothy
Georgen

Williams Jones Wealth Management, LLC

CRD#6227414
Investment Advisor
in Palm Beach, FL

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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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

249 Royal Palm Way Suite 502
Palm Beach, FL 33480

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Williams Jones Wealth Management, LLC Brokerage Details

Total Assets Under Management

$10,568,313,389

FL Average: $7,464,549,021
Total Number of Employees

45

FL Average: 88
Total Number of Accounts

4,634

FL Average: 3,892
Average Account Size

$2,280,603

FL Average: $1,917,921

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

2024 - Present (0 year)

Williams Jones Wealth Management, LLC

2022 - Present (2 years)

Fisher Investments

2020 - 2022 (2 years)

Securities America, Inc

2018 - 2020 (2 years)

Saybrus Partners, Inc

2018 - 2020 (2 years)

Saybrus Equity Services, Inc

2016 - 2018 (2 years)

The Vanguard Group, Inc

2016 - 2016 (< 1 year)

Charter Oak Financial

2015 - 2016 (1 year)

Crump Life Insurance Services

2014 - 2016 (2 years)

Pj Robb Variable Corp

2014 - 2015 (1 year)

Crump Life Insurance Services

2013 - 2014 (1 year)

Massachusetts Mutual Life Insurance Company

2013 - 2014 (1 year)

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

Kyle Eager
New York, NY
Nancy Kokolj
New York, NY
John Reece
New York, NY
Joseph Ghio
New York, NY
J. Kelly
New York, NY
Sandra Salas
New York, NY
David Goldberger
New York, NY
Timothy Georgen
Palm Beach, FL

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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