CRD: 150314
THE Jones Stewardship Group, LLC
$2.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-24-2009
- Office Locations
- 1
Office Locations
9245 Laguna Springs DR Suite 200 ELK Grove CA
About THE Jones Stewardship Group, LLC
The Jones Stewardship Group is a California-based RIA providing equity portfolio advisory since 2009, combining portfolio analysis and asset management with retirement and goal-based planning. Its investment process emphasizes the underlying drivers of equity performance, aiming to align portfolios with client objectives. Client focus includes retail investors, including entrepreneurs.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$250.0K AVG AUM / CLIENT
17.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JENNY MACK JONES JR.
Financial Advisor, President, Sr. Account Executive
- CRD
- #4661196
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,500,000 | -- |
| Total | $2,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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