PPrivate Fund Data Log in Join · $37/mo

Jeff Schweon

Chief Compliance Officer, Chief Financial Officer, Chief Legal Officer, PartnerWilliams Jones Wealth Management, LLCCRD 4918028

About Jeff Schweon

Jeff Schweon is listed as Chief Compliance Officer, Chief Financial Officer, Chief Legal Officer, Partner at Williams Jones Wealth Management, LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Williams Jones Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeff Schweon work?

Jeff Schweon is listed as Chief Compliance Officer, Chief Financial Officer, Chief Legal Officer, Partner at Williams Jones Wealth Management, LLC on SEC Form ADV.

How much of Williams Jones Wealth Management, LLC does Jeff Schweon own?

Form ADV reports a beneficial ownership band of Under 5%.

Williams Jones Wealth Management, LLC

TitleChief Compliance Officer, Chief Financial Officer, Chief Legal Officer, Partner
OwnershipUnder 5%
Control personYes
Since2019