THE JONES STEWARDSHIP GROUP, LLC

THE JONES STEWARDSHIP GROUP, LLC of ELK GROVE, CA is an SEC-registered investment adviser (CRD 150314). Regulatory assets under management: $2.5M.

Registration

• CRD: 150314
• Type: Registered investment adviser
• Location: 9245 LAGUNA SPRINGS DR, ELK GROVE, CA, 95758
• Phone: 510-764-2759
• Latest filing: 2026-05-13
• Regulatory AUM: $2.5M
• Non-discretionary AUM: $2.5M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150314 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search