The Jones Stewardship Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Jones Stewardship Group, LLC serves a very small client base of individuals (including high‑net‑worth clients), along with a limited number of businesses, charities and small pension plans, providing financial planning, written plans, and portfolio management. The firm offers implementation and ongoing monitoring services and assists clients in selecting other money managers for investments it does not manage directly.
The firm’s investment approach is grounded in fundamental analysis and places client assets in stocks, bonds, mutual funds (including ETFs), government securities and options; it tailors strategies through individual consultations and accommodates both discretionary and non‑discretionary account arrangements while generally trading infrequently. In addition to percentage‑of‑AUM portfolio management, the firm offers an ongoing monitoring retainer model and may recommend outside managers for alternative investments, which it monitors on clients’ behalf.
What is distinctive for this small, single‑advisor firm is the combination of a subscription‑style ongoing monitoring arrangement, periodic educational workshops and consulting offered through affiliated entities, and the practice of receiving a portion of fees from outside managers when those managers are recommended. The firm also discloses that it does not accept sales commissions, that its principal maintains substantial outside employment, and that it does not vote client securities.
Client services
Expertise
Fee options
Written financial plan fees ranging from $200 to $2,000 (one-time), with a non-refundable deposit of 50% due at engagement.
Negotiable hourly fee up to $150/hour for financial planning, paid after consultations.
Ongoing monitoring (retainer) fees ranging from $50 to $150 per month depending on scope and complexity of services.
Fee-only: Written financial planning fees ranging from $200 to $2,000 (one-time) based on complexity; negotiable hourly fee up to $150/hour; ongoing monitoring (retainer) fees from $50 to $150 per month.
Main office
9245 Laguna Springs Drive, Suite #200
Elk Grove CA 95758
Advisors at this office
1
Most active in
California
Also doing business as
Dear 401 K J.Com · The Jones Stewardship Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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