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  5. WILLIAMS JONES WEALTH MANAGEMENT, LLC

WILLIAMS JONES WEALTH MANAGEMENT, LLC

Company Details

Name: WILLIAMS JONES WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 15 Jul 2019 (6 years ago)
Entity Number: 5586787
ZIP code: 10005
County: New York
Place of Formation: Delaware
Address: 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST 2023 841838627 2024-08-22 WILLIAMS JONES WEALTH MANAGEMENT, LLC 43
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 2129358750
Plan sponsor’s address 717 FIFTH AVENUE 11TH FLOOR, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2024-08-22
Name of individual signing JEFF SCHWEON
WILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST 2022 841838627 2023-10-11 WILLIAMS JONES WEALTH MANAGEMENT, LLC 43
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 2129358750
Plan sponsor’s address 717 FIFTH AVENUE 11TH FLOOR, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2023-10-11
Name of individual signing JEFF SCHWEON
WILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST 2021 841838627 2022-09-19 WILLIAMS JONES WEALTH MANAGEMENT, LLC 39
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 2129358750
Plan sponsor’s address 717 FIFTH AVENUE 11TH FLOOR, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2022-09-19
Name of individual signing WILLIAM P. JONES, JR.
WILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST 2020 841838627 2021-10-06 WILLIAMS JONES WEALTH MANAGEMENT, LLC 37
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 2129358750
Plan sponsor’s address 717 FIFTH AVENUE 11TH FLOOR, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2021-10-06
Name of individual signing WILLIAM P. JONES, JR.
WILLIAMS JONES WEALTH MANAGEMENT, LLC PROFIT-SHARING TRUST 2019 841838627 2020-09-29 WILLIAMS JONES WEALTH MANAGEMENT, LLC 37
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 2129358750
Plan sponsor’s address 717 FIFTH AVENUE 11TH FLOOR, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2020-09-29
Name of individual signing WILLIAM P. JONES, JR.

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY STREET, NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
C/O C T CORPORATION SYSTEM DOS Process Agent 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

History

Start date End date Type Value
2019-07-15 2023-07-05 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2019-07-15 2023-07-05 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230705003919 2023-07-05 BIENNIAL STATEMENT 2023-07-01
210709002154 2021-07-09 BIENNIAL STATEMENT 2021-07-09
190911000195 2019-09-11 CERTIFICATE OF PUBLICATION 2019-09-11
190715000040 2019-07-15 APPLICATION OF AUTHORITY 2019-07-15

Related by officers

C T CORPORATION SYSTEM

BOFA MERRILL LYNCH ASSET HOLDINGS, INC. " 21" BRANDS, INC. "ADP TOTALSOURCE SERVICES, INC." ARLON GROUP LLC "LA COMUNIDAD" CORPORATION "TREND LABORATORIES, INC." PRET 485 LEXINGTON, INC. (800) 777-CLUB. ++INTEGRATED TACTICS, LLC

C/O C T CORPORATION SYSTEM

BAOBOB ADVISORS LLC PRET 1020 SIXTH AVENUE, INC. 1 RAYMOND ST LLC REDSHAW, INC. 100 FOREST AVE, LLC 100 INIP DRIVE OWNER GP, L.L.C. 100 INIP DRIVE OWNER, L.P. 100 MARCUS BLVD OWNER LLC 1000 DEAN OWNER LLC 1004 FULTON OWNER LLC

Related by address

28 LIBERTY STREET, NEW YORK, NY, United States, 10005

+42 W 35TH HOLDINGS LLC 0511 BLUM CHARLTON, LLC 1 BAY BLVD HOLDINGS, LLC 1 DANIEL LORD ROAD LLC 1 DEARBORN TACOS LLC 1 HOTEL BROOKLYN BRIDGE, L.L.C. 1 HOTEL CENTRAL PARK, L.L.C. 1 KAKIAT COURT LLC 1 MILL ROAD APARTMENTS INVESTORS RHPI, LLC 1 RAYMOND ST LLC

Date of last update: 12 Jan 2025

Sources: New York Secretary of State

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