Jenny Jones is a registered investment advisor at The Jones Stewardship Group, LLC, based in Elk Grove, CA, with 19 years of industry experience. Jenny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 8 clients with $2.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If Jones Stewardship Group manages your money, the annual fee ranges from 1.5% to 2% of your account, depending on its size and complexity. This fee is negotiable and paid quarterly. If they help you select other money managers, those managers pay Jones Stewardship Group a portion of the fees you generate. You do not directly pay for this service.
Location
9245 Laguna Springs Drive, Suite #200, Elk Grove, CA, 95758
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jenny owns 50% of The Jones Educational Group LLC, where she works as a motivational speaker, teacher, coach, and counselor. This activity takes about a quarter of Jenny's time.
Employment History
Current Registrations
The Jones Stewardship Group, LLC
Previous Registrations
Next Financial Group, INC.
Edward Jones
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.