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Nancy Lee Kokolj

Williams Jones Wealth Management, LLC

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About Nancy Lee Kokolj

Nancy Kokolj is a registered representative of Williams Jones Wealth Management, LLC. Nancy has been in the financial services industry for over 35 years. She is a Series 7 and Series 63 licensed representative. Nancy has been associated with Williams Jones Wealth Management, LLC since August 2019.

Firm Information

Nancy Kokolj 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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Nancy Kokolj’s Registration & Firm History

NY

09/05/2019 - Present

Williams Jones Wealth Management, LLC (New York NY)

CA

04/18/1984 - 11/07/1996

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 12/12/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nancy Lee Kokolj.
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