Jenny Jones, financial advisor Elk Grove CA

Jenny Jones

CRD Number: 4661196
Current Firm: The Jones Stewardship Group, LLC

Jenny Jones (CRD# 4661196) is an Investment Advisor Representative working at The Jones Stewardship Group, LLC in Elk Grove, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
State Of California Sacramento, CA Jan 2014 - Current 10
The Jones Stewardship Group, LLC Stockton, CA Jun 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2003
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Jenny M. Jones
Phone Number: 510-764-2759
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $214,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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