Jones Fiduciary Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$130,300,000
Clients
65
63% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
65
Very HighAverage account size
$2,004,615
About
Jones Fiduciary Wealth Management provides financial planning, discretionary investment management, and qualified plan consulting to individuals, high net worth clients, families, trusts, estates, businesses, and charitable organizations. The firm also offers hourly consulting and constructs customized portfolios that may include ETFs, mutual funds, equities, bonds, options, REITs, third‑party money managers, and alternative investments.
The firm builds investment recommendations around a client’s agreed‑upon risk profile and time horizon, using a blend of technical, fundamental, cyclical, quantitative, and qualitative analysis and conducting periodic reviews and rebalancing. Jones Fiduciary manages client assets on a discretionary basis, monitors performance regularly, may employ margin for rebalancing when approved, and typically recommends Charles Schwab as custodian while retaining the ability to work with multiple custodians.
Distinctive for a solo independent adviser, the firm has formed and lists multiple private real estate pooled funds (JFWM Real Estate Access Fund I–IV, established 2021–2023) and discloses receiving compensation from those funds, and it participates in or lends to third‑party managed pooled investment vehicles. The brochure also discloses that the firm’s investment adviser representatives are licensed insurance agents who may receive commission compensation for insurance sales, a potential conflict the firm notes and states is mitigated by its fiduciary obligations.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
Options & derivatives strategies
Private / alternative investments
Fee options
Negotiated fixed fees for financial planning, up to $5,000; fees for financial plan amendments negotiated separately.
up to 1.5% annually (flat or tiered, negotiable)
Up to $500 per hour for consulting services
Fee-only: Negotiated fixed fees for financial planning up to $5,000 annually; hourly consulting fees up to $500/hour; negotiated fixed fees for retirement plan consulting.
Main office location
Jones Fiduciary Wealth Management LLC
Pawtucket RI, United States
Number of offices
1
Most active in
Jones Fiduciary Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Delaware · Pennsylvania · Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(401) 406-8090
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