Jenny Mack Jones

Employer firm

The Jones Stewardship Group, LLC CRD 150314

$2.50M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  The Jones Stewardship Group, Llc
  Stockton, CA
• 01/2014 → Present
  State Of California
  Sacramento, CA

Previous Registrations

• 2008-03-27 → 2009-06-25
  Next Financial Group, Inc.
  Stockton, CA
  Houston, TX
• 2007-02-05 → 2008-03-25
  Edward Jones
  Stockton, CA

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2007-01-26
• S63 Uniform Securities Agent State Law Examination
  2003-09-18