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Jones & Co. Wealth Advisory
Jones & Co. Wealth Advisory is a state-registered investment adviser. The firm has one employee and one investment adviser. It operates with a single office.
Jones & Co. Wealth Advisory
Jones & Co. Wealth Advisory is a state-registered investment adviser. The firm has one employee and one investment adviser. It operates with a single office.
General information
Firm type
Multi Family Office
Frequently asked questions
What types of assets does Jones & Co. typically allocate to?
The firm focuses on custom portfolios that include public equities, fixed income, private equity, hedge funds, and direct co-investments. It also integrates estate planning, tax management, and philanthropic advisory into its services.
Is Jones & Co. a fiduciary?
Yes, as a registered investment advisor (RIA), Jones & Co. is legally bound to act as a fiduciary, placing clients' interests first. This standard applies across all advisory and investment management services.
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