Falists
← Back to search

THE JONES STEWARDSHIP GROUP, LLC

CRD 150314

Visit website

9245 LAGUNA SPRINGS DR, SUITE 200, ELK GROVE, CA, 95758, United States

Phone

510-764-2759

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$2.5M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals8$2.5M

All web addresses on file

Official SEC filing: View on IAPD