Welcome to The Jones Stewardship Group

The Jones Stewardship Group (JSG) is an independent Registered Investment Advisory (RIA) firm providing specialized investment management strategies and solutions for select institutional and private clients in the state of California. The Jones Stewardship Group (JSG) provides specialized investment management and advisory services on a discretionary basis for institutional and private clients. The Jones Stewardship Group (JSG) focuses on providing institutional-quality investment management strategies and solutions taking into account the asset nature, underlying exposures, concentration risks, diversification goals, liquidity requirements, implementation costs, effective tax management, downside protection, portfolio and single-stock transition planning and other client objectives.
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Quick Contact





Services

  • Private Wealth Management
  • Portfolio Analytics
  • Risk Tolerance review
  • Outlined Financial and Investment Plan
  • Hypothetical Illustrations
  • Investment Analysis
  • College/Education Funding
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Projects/Portfolio

Contact Us

Offering a Free Consultation
  • Concerned about retirement?
  • Need to get your finances in order?
  • Need help with Investments?
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