Jones Fiduciary Wealth Management LLC

Overview

Jones Fiduciary Wealth Management LLC is an independent, individually owned registered investment adviser organized as an LLC that targets individual and family clients. The firm provides fee-based financial planning and discretionary portfolio management for individuals, small businesses and pooled investment vehicles. Its compensation model includes a percentage-of-AUM component as well as hourly and fixed-fee arrangements. The firm also engages in other financial product distribution and reports industry roles that include insurance company sponsorship and acting as a general partner/managing member of pooled investment vehicles. Jones Fiduciary identifies as a single-state, non-ESG-focused adviser and does not classify itself as a capital allocator or newly formed adviser. Its advisory activities span planning and direct portfolio oversight rather than large institutional consulting.

Assets & Accounts

Investments & Alternatives