# The Jones Stewardship Group, LLC

> The Jones Stewardship Group, LLC is a state-registered investment advisory firm in Elk Grove, CA, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 150314
- Filed as: THE JONES STEWARDSHIP GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Elk Grove, CA
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150314
- AdvisorCensus page: https://advisorcensus.com/firm/the-jones-stewardship-group-llc-elk-grove-ca-150314

## Quick answers

**How is The Jones Stewardship Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Jones Stewardship Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is The Jones Stewardship Group, LLC located?**
The Jones Stewardship Group, LLC's principal office is in Elk Grove, CA, according to its Form ADV.

**Is The Jones Stewardship Group, LLC registered with the SEC or a state?**
The Jones Stewardship Group, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150314.

**How much does The Jones Stewardship Group, LLC manage?**
The Jones Stewardship Group, LLC reports $2,500,000 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (0% discretionary).

**What types of clients does The Jones Stewardship Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does The Jones Stewardship Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/150314

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,500,000
- Discretionary: $0
- Non-discretionary: $2,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,500,000 |
| High net worth individuals | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jonesstewardshipgroup.com
- myretirementexit.com
- retirementplanning.tools

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Jones Stewardship Group, LLC (CRD 150314): Form ADV filing data as of October 2026.