Advisor at Jones Fiduciary Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jones Fiduciary Wealth Management LLC
Location
Pawtucket, RI
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Shaun Jones is a CFP® professional with 24 years of experience in the financial services industry. He is the principal of Jones Fiduciary Wealth Management LLC, an independent firm based in Pawtucket, RI. Prior to founding his firm, he spent two decades at Diamond State Financial Group Inc, Minnesota Life, and Securian Financial Services. Mr. Jones is also a published author of "UnBrainwashed Investing: Protecting Your Portfolio From Today's Mislead Industry." Jones Fiduciary Wealth Management serves individuals, families, businesses, and charitable organizations, providing financial planning, discretionary investment management, and consulting services. The firm employs a multi-method investment approach tailored to clients’ risk profiles and time horizons and is notable for sponsoring private pooled real-estate investment partnerships.
Based on Jones Fiduciary Wealth Management LLC
Based on Jones Fiduciary Wealth Management LLC
Negotiated fixed fee not exceeding $5,000 for financial planning; fees vary by plan complexity
Up to 1.5% annually (flat or tiered, negotiable)
Up to $500 per hour
Account minimum: $50,000
Pawtucket, RI
Delaware · Pennsylvania · Rhode Island
Dynamic Wealth Strategies, LLC
2021 - Present (5 years)
Jones Fiduciary Wealth Management LLC
2021 - Present (5 years)
Diamond State Financial Group Inc
2001 - 2021 (20 years)
Minnesota Life
2001 - 2021 (20 years)
Securian Financial Services INC
2001 - 2021 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65, Series 66
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Series 63, Series 65
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Series 63
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CFP®
Swansea, MA
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CFP®, Series 66
Lincoln, RI
Eisenhiler Capital LLC
Series 63, Series 65
Providence, RI
Lodestar Wealth, LLC
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