JONES FIDUCIARY WEALTH MANAGEMENT LLC

JONES FIDUCIARY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 311956). Regulatory assets under management: $130.3M.

Registration

• CRD: 311956
• Type: Registered investment adviser
• Phone: (401) 406-8090
• Latest filing: 2026-03-31
• Regulatory AUM: $130.3M
• Discretionary AUM: $130.3M
• Clients: 1
• Accounts: 65

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311956 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search