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Jones Fiduciary Wealth Management opens its doors 

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Jones Fiduciary Wealth Management (JFWM) announced the opening of its one fee-based financial planning and investment advisory firm. JFWM is a registered investment adviser (RIA) firm, and serving customers throughout Delaware and Rhode Island. The firm was founded by industry veteran Shaun Jones, former associate partner at a leading advisory firm and author of UnBrainwashed Investing: How To Protect Your Portfolio From Today’s Misled Industry. 

“Having been in the industry for 20 years, and having worked for one of the top financial advisory firms in the U.S., I understand all aspects of this complex industry,” said Jones Fiduciary Wealth Management founder & CEO Shaun Jones in a statement. “I chose to become a fiduciary because I believe investors deserve great service without exorbitant, hidden fees. I started my own firm so that I could focus on doing only what’s in the best interest of my clients, and as a fiduciary, the law even holds me accountable to this.”

In his book, UnBrainwashed Investing: How To Protect Your Portfolio From Today’s Misled Industry, Shaun details all the ways leading financial advisory organizations work against their client’s best interests. This includes charging unnecessary fees, investing client money in ways that benefit the firm and not the investor, and putting sales ahead of client service. JFWM’s mission is to bring more transparency to the industry by providing its clients with the best services and advice possible, without hidden or unnecessary fees.

“Our clients have worked hard for their money and it is our responsibility to structure JFWM’s services in a way that aligns with their goals and objectives, not our own,” added Shaun Jones. “By launching a one fee financial advisory firm, we are adhering to a higher level of transparency and fiduciary responsibility. This allows us to better serve our clients, and enables us to set an example for how our industry should operate.”

JFWM founder Shaun Jones has spent more than 20 years developing and refining his approach to financial planning and investment advisory services. The result is a comprehensive, three-step process that leads investors on the path to a more abundant life. This begins with a free audit to uncover the ways in which current investment strategies are costing too much and ends with a holistic, wealth-building plan free of extra fees and self-serving advice.

With most financial advisory firms, by the time an individual investor opens their statement and checks their rate of return, many hands have already been in the proverbial pot. Each person or company involved in that account along the way has to make a living, so they are going to charge a fee or commission in exchange for services. Nobody should fault them for that, but the question is: does every investor need the services of each person or entity that has their hand in the pot? The team at JFWM sets itself apart by removing this question from the equation by offering services based on a single fee.


 

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