# Jones Wealth Strategies

Jones Wealth Strategies is a Bank / Wealth / Trust based in Nashville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Nashville, United States
- **Region:** North America
- **Address:** Nashville, TN, United States
- **Assets under management:** Undisclosed
- **Website:** http://www.womens-financial-forum.com
- **LinkedIn:** linkedin.com/company/jones-wealth-advisors-llc

## Regulatory record

- **Reports private funds:** No

## About

Jones Wealth Strategies is a wealth management firm based in Nashville, Tennessee. It focuses on providing financial services to clients in North America.

## Questions

### How is Jones Wealth Strategies regulated?

As a trust company, the firm is chartered and examined under state banking-department authority rather than solely under SEC investment-advisor rules. This regulatory structure subjects Jones Wealth Strategies to ongoing fiduciary oversight and periodic financial-safety examinations. The framework is designed for firms that hold legal title to client assets in a trustee capacity.

### What is the firm's known posture on co-investments alongside external GPs?

The firm's public record does not indicate a co-investment program or participation in GP-led direct deals. Jones Wealth Strategies' model focuses on trust administration and balanced public-market portfolio management rather than the alternative-asset allocation typical of larger multi-family offices. No co-investment activity has been reported in business press.

## Related profiles

- [Jones Family Foundation](https://altss.com/profile/jones-family-foundation)
- [Jonjee Hi-Tech](https://altss.com/profile/jonjee-hi-tech-industrial-and-commercial-holding)

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Last updated: 2026-08-10T19:36:47.593Z

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