Jones Fiduciary Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$130,300,000
Total clients
65
63% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
65
Average account size
$2,004,615
About
Jones Fiduciary Wealth Management serves individuals, high‑net‑worth clients, families, trusts, estates, businesses, and charitable organizations, offering financial planning, discretionary investment management, qualified plan consulting, and hourly consulting. The firm delivers customized planning and portfolio supervision as part of its ongoing advisory relationship.
Investment recommendations are guided by a client’s agreed risk profile and time horizon and draw on multiple methods of analysis (fundamental, technical, cyclical, quantitative and qualitative). Portfolios may include ETFs, mutual funds, domestic and foreign equities, fixed income, REITs, options, third‑party managers and alternative investments; accounts are monitored and rebalanced on an ongoing basis and margin may be used with client approval.
The firm is notable among solo independent advisers for sponsoring and participating in multiple private pooled real‑estate investment partnerships (the JFWM Real Estate Access Fund series) and for receiving compensation from those funds, with minimum private‑fund investments disclosed in the brochure. Its investment adviser representatives are also licensed insurance agents who may receive commissions on insurance sales, a conflict the brochure discloses and says is mitigated by the adviser’s fiduciary duty.
Client services
Expertise
Fee options
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
Main office location
Jones Fiduciary Wealth Management LLC
Pawtucket RI, United States
Number of offices
1
Most active in
Delaware · Pennsylvania · Rhode Island
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
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