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JJ

Jenny M. Jones

THE JONES STEWARDSHIP GROUP
Elk Grove, CA 95758
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CRD#: 4661196
JJ

Professional summary


Jenny Mack Jones JR. is a registered financial advisor currently at THE JONES STEWARDSHIP GROUP, LLC located in Elk Grove, California.

Jenny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jenny has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) THE JONES EDUCATIONAL GROUP LLC, OWNERSHIP 50%, TIME SPENT 25% MOTIVATIONAL SPEAKER/TEACHER/COACH/COUNSELOR 2.) The Win When Consulting Corp LLC, Ownership 51% Time SPENT 15% Consultant

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jenny Mack Jones JR.'s CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 25, 2009 - Present

THE JONES STEWARDSHIP GROUP, LLC

Office #1: 9245 Laguna Springs Dr Suite 200, Elk Grove, CA 95758Office #2: 9245 Laguna Springs Drive Suite #200, Elk Grove, CA 95758
RIA
CRD#: 150314
Elk Grove, CA
Past

March 27, 2008 - June 25, 2009

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
STOCKTON, CA
Past

March 27, 2008 - June 25, 2009

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
STOCKTON, CA
Past

February 5, 2007 - March 25, 2008

EDWARD JONES

RIA
CRD#: 250
STOCKTON, CA
Past

May 5, 2005 - March 25, 2008

EDWARD JONES

BD
CRD#: 250
STOCKTON, CA
Past

July 28, 2003 - March 4, 2005

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/25/2009)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/26/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TJ
THE JONES STEWARDSHIP GROUP, LLC
DEAR 401K J.COM | THE JONES STEWARDSHIP GROUP, LLC

CRD#: 150314 / SEC#:

California
Registered Investment Advisory firm - (6/24/2009 Approved)
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Contact information


Main Address
9245 Laguna Springs Dr Suite 200, Elk Grove, CA 95758
Mailing Address
Phone number
(510) 764-2759
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts8
AUM (Assets Under Management)$ 2,500,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE JONES STEWARDSHIP GROUP, LLC

CRD#: 150314Elk Grove, CA 95758

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