JONES FIDUCIARY WEALTH MANAGEMENT LLC
CRD 311956
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$130.3M
Discretionary AUM
$130.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $6.7M |
| High net worth individuals | 41 | $123.6M |
All web addresses on file
- https://www.linkedin.com/company/jones-fiduciary-wealth-management
- https://jonesfwm.com
- https://www.linkedin.com/in/shaunmichaeljones/
- https://www.facebook.com/JonesFiduciaryWealthManagment
- https://www.linkedin.com/company/74119237/admin/
- https://podcasts.apple.com/us/podcast/unbrainwashed-success/id1705975450
- https://www.youtube.com/channel/UCJWZrhQIqFNILPYlGf6pqJQ
- https://www.instagram.com/jonesfiduciarywealthmanagment
Official SEC filing: View on IAPD