Shaun Michael Jones

Current Employers

Employment History

• 04/2001 → 03/2021
  Securian Financial Services Inc
  St Paul, MN
• 04/2001 → 03/2021
  Minnesota Life
  St Paul, MN
• 04/2001 → 03/2021
  Diamond State Financial Group Inc
  Newark, DE
• 03/2021 → Present
  Jones Fiduciary Wealth Management Llc
  Pawtucket, RI
• 04/2021 → Present
  Dynamic Wealth Strategies, Llc
  Pawtucket, RI

Previous Registrations

• 2003-04-17 → 2021-03-31
  Securian Financial Services, Inc.
  Newark, DE
  Pawtucket, RI
  Newark, DE
  Newark, DE

Other Businesses

1) Licensed Insurance Agent, receives income via being the Owner of Dynamic Wealth Strategies, LLC in which insurance is sold through, Same address, Approx. 10% of business time. 2) Published author of "UnBrainwashed Investing: Protecting Your Portfolio From Today's Mislead Industry". Mr. Jones receives income from book sales. 3) Mr. Shaun M. Jones is the manager of 4 Limited Partnerships: 1 )JFWM Real Estate Access Fund, LP (EIN: 86-3273059, Established 04/2021) 2) JFWM Real Estate Access Fund II, LP (EIN: 87-2579837, Established 09/2021) 3) JFWM Real Estate Access Fund III, LP (EIN: 88-2769542, Established 09/2022) 4) JFWM Real Estate Access Fund IV, LP (EIN: 93-2648362. Established 07/2023) These Limited Partnerships are fully subscribed and require less than 3 hours per month of Mr. Jones' time during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-03-27
• S63 Uniform Securities Agent State Law Examination
  2001-06-26

Designations

Other Names

• Shaun M Jones