Jenny Jones
The Jones Stewardship Group · Elk Grove, California
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.
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Specialties
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 | $2.5M across 12 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4661196 |
| Exams passed | Series 63 (2003) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jonesstewardshipgroup.com |
How Jenny's firm compares
- The Jones Stewardship Group's average account is about $208,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Jenny
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Elk Grove
Other advisors in California who focus on retirement planning
Where this information comes from
- SEC adviser records : 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
- The Jones Stewardship Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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