A complete list of active advisors currently associated with Jones Fiduciary Wealth Management LLC

Warmer can help you find a great advisor at Jones Fiduciary Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Jones Fiduciary Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Shaun Jones	Pawtucket, RI	25

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