| 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 |
| Purpose: | I ADVISE CLIENTS ON THEIR PERSONAL FINANCES AND CHARGE A FEE IN EXCHANGE |
| Principal Address: |
32 PARIS ST, PAWTUCKET, RI, 02860, USA
|
| Mailing Address: |
32 PARIS STREET, PAWTUCKET, RI, 02806, USA
|
NAICS
523920 Portfolio ManagementThis 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
| Name | Role | Address |
|---|---|---|
| SHAUN M. JONES | Agent | 32 PARIS STREET, PAWTUCKET, RI, 02860, USA |
| 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 |
| 202572618520 | Annual Report | 2025-05-05 |
Date of last update: 14 May 2025
Sources: Rhode Island Department of State
