The Jones Stewardship Group, LLC

The Jones Stewardship Group, LLC (CRD# 150314) is a financial advisory firm headquartered in Stockton, CA. They manage $1,500,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at The Jones Stewardship Group, LLC
Showing 1 - 1 of 1 top financial advisors.
Jenny M. Jones
CRD#: 4661196
Stockton, CA

Jenny Jones (CRD# 4661196) is an Investment Advisor Representative working at The Jones Stewardship Group, LLC in Stockton, CA and has over 14 years of experience in the finance industry.

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