Jones Fiduciary Wealth Management LLC
CRD 311956SEC# 801-137361
No longer SEC-registered. Jones Fiduciary Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #5,597 of 6,037 private fund managers by regulatory AUM.
Reg. AUM
$130.3M
Fund GAV
—
Private funds
4
Employees
1
Accounts
65
Location
—
Jones Fiduciary Wealth Management LLC assets under management
Jones Fiduciary Wealth Management LLC is an SEC-registered investment adviser. It reports $130.3 million in regulatory assets under management and employs 1 people. Jones Fiduciary Wealth Management LLC manages 4 private funds, including Jfwm Real Estate Access Fund, LP. By regulatory assets, it ranks 5,597 of 6,037 private fund managers.
Jones Fiduciary Wealth Management LLC private funds
4 funds · — GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Jfwm Real Estate Access Fund, LP | Real Estate | — | $50K |
| Jfwm Real Estate Access Fund, LP II | Real Estate | — | $50K |
| Jfwm Real Estate Access Fund III, LP | Real Estate | — | $100K |
| Jfwm Real Estate Access Fund IV, LP | Real Estate | — | $100K |
Jones Fiduciary Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shaun Michael Jones Control | President, Chief Executive Officer, And Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Jones Fiduciary Wealth Management LLC manage?
Jones Fiduciary Wealth Management LLC reports $130.3 million in regulatory assets under management on its Form ADV.
How many private funds does Jones Fiduciary Wealth Management LLC manage?
Jones Fiduciary Wealth Management LLC manages 4 private funds with combined gross assets of undisclosed value.
How many employees does Jones Fiduciary Wealth Management LLC have?
Jones Fiduciary Wealth Management LLC reports 1 employees.
Does Jones Fiduciary Wealth Management LLC disclose fund performance?
Jones Fiduciary Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | By Appointment |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,340 advisers
AUM vs fund managersTop 93%
Larger than 7% of 6,037 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 94%
More than 6% of 16,820 advisers
Assets under management
$130.3Mregulatory AUM
Discretionary $130.3M