Nancy
Kokolj
Williams Jones Wealth Management, LLC
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About this Advisor
Nancy Kokolj is a financial advisor based out of New York, New York. Kokolj is an employee of Williams Jones Wealth Management, LLC. During their career, the advisor has held roles at Retired, Williams, Jones & Associates, LLC and Williams Jones Wealth Management, LLC. Kokolj holds a Series 63 license, certifying them as a securities broker, and is registered to work in California. Williams Jones Wealth Management, LLC is a firm that has its headquarters in New York, NY. The investment advisory business has offices in two locations and a total of 43 employees. It oversees $9 billion in assets across its 4,390 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 95 charitable organizations. Of its 4,390 customer accounts, 71% are held by high-net-worth clients who have at least $1 million in investable assets. The company performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial advisory services vary depending on which services the firm provides the client. Fees charged by Williams Jones Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Williams Jones Wealth Management, LLC Brokerage Details
$9,325,066,592
43
4,390
$2,124,161
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
Nancy Kokolj Work History
Nancy has been registered as a financial advisor for 0 years.*
Williams Jones Wealth Management, LLC
Williams, Jones & Associates, LLC
Retired
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nancy Kokolj 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
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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