ShaunJones- Financial Advisor Pawtucket, RI

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General Information

Firm Start Year

2001

No. of Employees

CRD#

4376850

Firm CRD#

311956

Name of Broker/Dealer

Name of Custodial Firm

Schwab

Advisory Services Provided

401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

50,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$250,000

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891041/paladinregistry-Jones-Fiduciary-Wealth-Management-detailed-disclosure.html

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Paladin Research Report For:

Shaun Jones

Jones Fiduciary Wealth Management