THE JONES STEWARDSHIP GROUP, LLC

RIASEC Registered

Total AUM

$2.5M

Discretionary

0% of AUM

Avg account

$208K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ELK GROVE, California
CRD number: 150314
Website: www.jonesstewardshipgroup.com
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Jones Stewardship Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm concentrates on serving individual and family clients and offers a mix of financial planning and portfolio management for individuals and small businesses. Its advisory offering also includes educational programming and published material, indicating a focus on client education and ongoing communications. Compensation methods reported include asset-based fees as well as hourly, subscription, and fixed-fee arrangements. The firm does not identify itself as an active ESG investor and is not listed as a multi-state or pension consultant adviser. It also reports activity as an other financial product salesperson.