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John Joseph Eager

Williams Jones Wealth Management, LLC

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About John Joseph Eager

John Eager is a financial professional with over 30 years of experience in the financial industry. John is currently registered with Williams Jones Wealth Management, LLC and has been with the firm since September 2019. John is a licensed Investment Advisor Representative in New York and holds several certifications, including a Series 66 license. John's areas of expertise include financial planning, portfolio management, and credit and cash management solutions. The firm provides financial planning, portfolio management, and credit and cash management solutions. Williams Jones Wealth Management serves individuals, high net worth individuals, corporations, and trusts. John is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

John Eager is currently registered with Williams Jones Wealth Management, LLC. Williams Jones Wealth Management, LLC is a wealth management firm headquartered in New York, NY. They provide a range of services including financial planning, portfolio management for businesses and individuals, and pooled investment vehicles. They also offer other services including credit and cash management solutions, and insurance solutions. The firm manages over $10 billion in assets for a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals. They are registered with the SEC and have a team of 19 investment adviser representatives.
Williams Jones Wealth Management, LLC

717 FIFTH AVENUE

NEW YORK, NY 10022

$10.57B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Eager’s Registration & Firm History

NY

05/09/2021 - Present

Williams Jones Wealth Management, LLC (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Joseph Eager.
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