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Troy Emery Jones

Troy E. Jones

ACCESS FINANCIAL RESOURCES
OKLAHOMA CITY, OK 73116
Some features on this profile are disabled
CRD#: 1076516
Troy Emery Jones

Professional summary

Troy Emery Jones, CFP® is a registered financial advisor currently at ACCESS FINANCIAL RESOURCES INC. located in Oklahoma City, Oklahoma.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Troy has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

What are your service offerings?
Tax Planning
Retirement Planning
Employee and Employer Plan Ben...
Investment Planning
Small Business Planning
Comprehensive Financial Planni...
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.
Troy E. Jones, proprietor, insurance agent, non-investment related, less than 5 hrs per mo., 3621 NW 63rd St. Ste A1, Oklahoma City, OK 73116. Also, Troy is the sole shareholder of Access Financial Resources, Inc. which in turn wholly owns Advisors Plan Administrators, LLC (APA), a third-party administration company, non-investment related; he spends less than 5 hrs per mo. on APA. APA started on 1/1/03.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Emery Jones's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 1986

Experience

Current

January 10, 1992 - Present

ACCESS FINANCIAL RESOURCES INC.

Office #1: 3621 Nw 63rd, Oklahoma City, OK 73116
RIA
CRD#: 109495
OKLAHOMA CITY, OK
Past

January 9, 1997 - March 23, 2015

ACCESS INVESTMENTS, INC.

BD
CRD#: 42202
OKLAHOMA CITY, OK
Past

January 3, 1994 - September 5, 1996

SUNPOINT SECURITIES, INC.

BD
CRD#: 25442
LONGVIEW, TX
Past

October 1, 1991 - January 4, 1994

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

November 24, 1982 - November 5, 1991

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ACCESS FINANCIAL RESOURCES INC.
ACCESS FINANCIAL RESOURCES INC. | TROY E. JONES AND ASSOCIATES

CRD#: 109495 / SEC#: 801-58103

RIA
Registered Investment Advisory firm - (11/7/2000 Approved)

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
Florida
(4/11/2025)
IAR
Louisiana
(1/6/2016)
IAR
Oklahoma
(1/10/1992)
IAR
Texas
(1/9/2003)

Exams

State Security Law Exam
RR
Series 63
Date: 12/3/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/23/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/20/1982
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/1/1993
General Securities Principal Examination

Current Firm

AF
ACCESS FINANCIAL RESOURCES INC.
ACCESS FINANCIAL RESOURCES INC. | TROY E. JONES AND ASSOCIATES

CRD#: 109495 / SEC#: 801-58103

RIA
Registered Investment Advisory firm - (11/7/2000 Approved)
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Contact information

Main Address
3621 Nw 63rd Street Suite A-1, Oklahoma City, OK 73116
Mailing Address
Phone number
(405) 848-9826
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/25/2025)

Regulatory assets under management

Total Number of Accounts2,483
AUM (Assets Under Management)$ 354,996,372

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

ACCESS FINANCIAL RESOURCES INC.

CRD#: 109495Oklahoma City, OK 73116

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Contact information

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