The Jones Stewardship Group, LLC
The Jones Stewardship Group, LLC (CRD# 150314) is a financial advisory firm headquartered in Elk Grove, CA. They manage $1,500,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts7ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at The Jones Stewardship Group, LLC
1
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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