# Jones & Co. Wealth Advisory

Jones & Co. Wealth Advisory is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 322471
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322471

## About

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.

## 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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Last updated: 2026-07-06T01:24:19.255Z

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