Jones Fiduciary Wealth Management LLC

Jones Fiduciary Wealth Management LLC (CRD# 311956) is a financial advisory firm headquartered in , . They manage $69,740,058 in 150 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://jonesfwm.com
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $464,934
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, RI

Financial Advisors at Jones Fiduciary Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shaun Jones, financial advisor Pawtucket RI
Shaun M. Jones
CRD#: 4376850
Pawtucket, RI

Shaun Jones (CRD# 4376850) is an Investment Advisor Representative working at Jones Fiduciary Wealth Management LLC in Pawtucket, RI and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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