Jones Fiduciary Wealth Management | Fund Manager

Fund Manager

Jones Fiduciary Wealth Management

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JM

Jones Fiduciary Wealth Management

Fund Manager

Primary Strategy: Real Estate

Year Founded: 2021

Number of Employees: 1

Ownership: Self-Owned

Year End: December

Description

Wealth management and real estate investing. Grow your wealth/protect your portfolio. Maximize the after-tax value of investments. Directly invest in real estate through the Real Estate Access Fund (REAF4). Invest like a pro, with the pros.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/jones-fiduciary-wealth-management

Date

As of: September 30, 2025

Overview
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Key Metrics

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Business mix

Mix of Private Fund AUM ($M)

By geography

By strategy

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By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Details

Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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