Jones Fiduciary Wealth Management LLC

Overview

Jones Fiduciary Wealth Management LLC is an independent registered investment adviser structured as an LLC and owned by an individual. It serves individual and family clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and also participates in other financial-product distribution activities. Jones Fiduciary is not positioned as a multi-state or ESG-focused manager and is not labeled a capital allocator to third-party managers. Its reported industry roles include acting as an insurance company sponsor and serving as a general partner or managing member of pooled investment vehicles, indicating operational involvement on the sponsor/manager side of private funds it offers.

Assets & Accounts

Investments & Alternatives