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Jones Fiduciary Wealth Management LLC

Company Details

Name: Jones Fiduciary Wealth Management LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 21 Jan 2021 (4 years ago)
Identification Number: 001718072
ZIP code: 02860
County: Providence County
Principal Address: 32 PARIS ST, PAWTUCKET, RI, 02860, USA
Mailing Address: 32 PARIS STREET, PAWTUCKET, RI, 02806, USA
Purpose: I ADVISE CLIENTS ON THEIR PERSONAL FINANCES AND CHARGE A FEE IN EXCHANGE

Industry & Business Activity

NAICS

523920 Portfolio Management

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Learn more at the U.S. Census Bureau

Agent

Name Role Address
SHAUN M. JONES Agent 32 PARIS STREET, PAWTUCKET, RI, 02860, USA

Filings

Number Name File Date
202446457350 Annual Report 2024-02-15
202327304560 Annual Report 2023-02-02
202209777080 Annual Report 2022-02-08
202187489810 Articles of Organization 2021-01-21

Date of last update: 28 Oct 2024

Sources: Rhode Island Department of State