J. Douglas Kelly
Investment adviser representative at Williams Jones Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$12.5BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Williams Jones Wealth Management, LLCAug 2019 to now
- Williams, Jones & Associates, LLCMar 2013 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Williams Jones Wealth Management, LLC
$12.5BAssets managed
1,754Clients
21Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2655087
- Firm CRD
- 301925