# Jones Fiduciary Wealth Management LLC

> Jones Fiduciary Wealth Management LLC is a state-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 311956
- Filed as: JONES FIDUCIARY WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311956
- AdvisorCensus page: https://advisorcensus.com/firm/jones-fiduciary-wealth-management-llc-311956

## Quick answers

**How is Jones Fiduciary Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jones Fiduciary Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Jones Fiduciary Wealth Management LLC registered with the SEC or a state?**
Jones Fiduciary Wealth Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311956.

**How much does Jones Fiduciary Wealth Management LLC manage?**
Jones Fiduciary Wealth Management LLC reports $130,300,000 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**What types of clients does Jones Fiduciary Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (41); individuals (other than high net worth individuals) (24).

**Does Jones Fiduciary Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311956

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $130,300,000
- Discretionary: $130,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $6,700,000 |
| High net worth individuals | 41 | $123,600,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, PA, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jonesfwm.com
- podcasts.apple.com/us/podcast/unbrainwashed-success/id1705975450
- Facebook @JonesFiduciaryWealthManagment
- Instagram @jonesfiduciarywealthmanagment
- LinkedIn @74119237
- LinkedIn @jones-fiduciary-wealth-management
- LinkedIn @shaunmichaeljones
- YouTube @UCJWZrhQIqFNILPYlGf6pqJQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jones Fiduciary Wealth Management LLC (CRD 311956): Form ADV filing data as of October 2026.