A complete list of active advisors currently associated with The Jones Stewardship Group, LLC

Warmer can help you find a great advisor at The Jones Stewardship Group, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at The Jones Stewardship Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.