# Jenny Jones

> Jenny Jones is a fee-only financial advisor at The Jones Stewardship Group in Elk Grove, California. Jenny focuses on retirement planning. The Jones Stewardship Group reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jenny-jones/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Jones Stewardship Group
- **Based in:** Elk Grove, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Subscription; Fixed fees
- **Assets under management (firm):** $2.5M across 12 accounts
- **Specialties:** Retirement planning
- **CRD:** 4661196 (https://adviserinfo.sec.gov/individual/summary/4661196)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2003), Series 66 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.jonesstewardshipgroup.com

## Frequently asked questions

### Is Jenny Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jenny holds no broker registration, and The Jones Stewardship Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jenny charge for financial advice?

Jenny's firm, The Jones Stewardship Group, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.

### Where is Jenny Jones based?

Jenny Jones is based in Elk Grove, California.

### What does Jenny specialize in?

Jenny's specialties include retirement planning.

### Is Jenny Jones registered with the SEC?

Yes. Jenny Jones is registered as an investment adviser representative in CA (CRD 4661196), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Jones Stewardship Group manage?

The Jones Stewardship Group reports $2.5M across 12 accounts in assets under management.

### How do I contact Jenny Jones?

Through Jenny's website, www.jonesstewardshipgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4661196): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.jonesstewardshipgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
