Kyle Joseph Eager
Investment adviser representative at Williams Jones Wealth Management, LLC
3 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
3 years in the industry.
- Williams Jones Wealth Management, LLCSep 2019 to now
- Williams, Jones & Associates, LLCJan 2019 to Aug 2019
- Hightower Advisors, LLCMar 2017 to Dec 2018
- Hightower Securities, LLCMar 2017 to Dec 2018
- UBS Financial Services Inc.Jul 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
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
- 6395925
- Firm CRD
- 301925