Shaun Jones
Shaun Jones is a CFP-designated registered investment advisor at Jones Fiduciary Wealth Management LLC, based in Pawtucket, RI, with 24 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 56 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are not to exceed 1.5% annually and may be customized on a case-by-case basis.
Fee Estimator
Location
Pawtucket, RI
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Shaun is a licensed insurance agent and owner of Dynamic Wealth Strategies, LLC, dedicating about 10% of his time to selling insurance. He is also a published author and manager of four limited partnerships, requiring minimal time.
Employment History
Current Registrations
Jones Fiduciary Wealth Management LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.