Jones Fiduciary Wealth Management
Asset Manager SEC-registered adviser
Legal name: Jones Fiduciary Wealth Management LLC
AUM
$130.3M
Regulatory AUM
Private funds
4
Real Estate 4
Private fund assets
—
Employees
1
Last Form D raise
—
From SEC Form ADV filing (filed Aug 21, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
S
Funds(4)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Jfwm Real Estate Access Fund, LP | Real Estate | — | — | — | — | |
| Jfwm Real Estate Access Fund, LP II | Real Estate | — | — | — | — | |
| Jfwm Real Estate Access Fund III, LP | Real Estate | — | — | — | — | |
| Jfwm Real Estate Access Fund IV, LP | Real Estate | — | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 311956
- SEC file number
- 801-137361
Sources
- SEC Form ADV Oct 14, 2026