J
CRD: 311956
Jones Fiduciary Wealth Management LLC
$130.3M Total AUM
$130.3M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-15-2021
- Office Locations
- 1
Office Locations
-- Pawtucket RI
About Jones Fiduciary Wealth Management LLC
Jones Fiduciary Wealth Management LLC is a Pawtucket-based RIA. The firm has been operating for 5 years. Managing $130.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include 529 Plans, Business Succession, Estate Planning.
Team overview
44 AVG AGE
$130.3M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Beacon Prime north
Client Personas
Timber
Investment Themes
Alpha timber Quantum pathway
Investment Vehicles
Fusion Catalyst peak
Services
North Quantum harbor Radial Vector ridge Signal Frontier capital Element ridge Optima Vertex
Owner & Executives
SHAUN MICHAEL JONES
Advisor, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4376850
- Ownership
- 75% or more
(980) 730-2576
zenith.signal@deltacapital.com
in linkedin.com/in/ridge-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $130,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $130,300,000
Other:
15.9% Public Funds:
18.3% Equity - Exchange:
26.1% Cash:
8.9% Equity - OTC:
21.0% Private Funds:
9.8% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $960,549,991 | 15.9% |
| Public Funds | $1,105,538,669 | 18.3% |
| Equity - Exchange | $1,576,751,872 | 26.1% |
| Cash | $537,666,347 | 8.9% |
| Equity - OTC | $1,268,650,931 | 21.0% |
| Private Funds | $592,037,100 | 9.8% |
| Total | $6,041,194,910 | 100.0% |