Jones Fiduciary Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jones Fiduciary Wealth Management serves individuals, high-net-worth clients, families, trusts, estates, businesses and charitable organizations, providing comprehensive financial planning, discretionary investment management, qualified plan consulting and hourly consulting. The firm also offers access to and participation in private pooled investment vehicles as part of its advisory services.
The firm’s process begins with a discovery-driven financial plan to establish an agreed risk profile and target asset mix, then implements customized, discretionary portfolios that may include ETFs, mutual funds, equities, bonds, options, REITs, third‑party managers and alternative investments, with ongoing monitoring and periodic rebalancing. Jones describes using a range of analytical approaches — fundamental, technical, quantitative, qualitative and cyclical — and conducts at least annual reviews to align portfolios with clients’ time horizons, liquidity needs and tax circumstances.
What distinguishes the firm from many peers is its role in private pooled real estate vehicles: the brochure discloses that Jones has formed multiple partnerships and lists the JFWM Real Estate Access Fund series, and that the firm receives compensation tied to those funds and has related conflict‑of‑interest disclosures. The firm also discloses that its investment adviser representatives are licensed insurance professionals who may earn commissions on insurance product sales, a separate revenue source the brochure describes and addresses through its fiduciary policies.
Client services
Expertise
Fee options
Financial planning fixed fees negotiated, not exceeding $5,000 annually
Up to 1.5% annually, flat or tiered, negotiable
Hourly consulting services up to $500 per hour
Fee-only: Financial planning fixed fees up to $5,000 annually, negotiated; hourly consulting fees up to $500/hour
Main office
Pawtucket RI
Advisors at this office
1
Most active in
Delaware · Pennsylvania · Rhode Island
Also doing business as
Jfwm · Jones Fiduciary Wealth Management · Jones Fiduciary Wealth Management LLC
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:
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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.
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