The Jones Stewardship Group 

Over Two Decades of Advisory Services. 

our experience is your success

Company Overview

Equity Portfolio Advisory

Since 2001

The Jones Stewardship Group's equity division has been managing and advising portfolios for over two decades. We provide a comprehensive range of services, including portfolio analysis, asset management, and retirement planning. JSG's unique approach to portfolio management is not only about the financials but also the underlying drivers that impact performance. Make no mistake about it JSG's strength is retirement planning and goal setting.

Services We Provide

We Build Your Perfect Retirement Blue Print

Order a Retirement Blue Print and know every critical number. 

We Guide You

Measure Retirement Goals

1 on 1 Coaching Sessions for Do-It-Yourself.

We Assist When Called

Easy to Schedule

Easy to setup

Pick your own time slots

Not Sure Where To Start? Try Our Office Hours For Free.

Set Time

A set scheduled time for an open discussion about retirement.


Classroom style presentation for Special Office Hours Sessions.

Private Area

Each session is private and not open to the public.

Questions Answered

General questions answered or held for next open session.

Sign up for Retirement Office Hours. Free For A Limited Time.

Securing Retirements with Fundamentals.

Ask about our free office hours.