Jeffrey D. Hays

CYPRESS CAPITAL

Franklin, TN 37064

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CRD#: 2247967

Professional summary

Jeffrey David Hays, who also goes by Jeff Hays, is a registered financial advisor currently at CYPRESS CAPITAL, LLC located in Franklin, Tennessee.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Hays

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.

Mr. Hays is the Chair for the Nashville Group of Tiger 21, a peer-to-peer learning network for high net worth investors. In that capacity, he facilitates and leads monthly meetings for group members. Mr. Hays serves as a promoter for registered investment advisers wherein he earns compensation for client referrals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey David Hays'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®

None

Experience

Current

August 25, 2021 - Present

CYPRESS CAPITAL, LLC

Office #1: 436 Main Street Suite 205, Franklin, TN 37064

RIA

CRD#: 171266

Franklin, TN

Past

March 19, 2019 - June 1, 2021

ARLINGTON PARTNERS LLC

RIA

CRD#: 109335

Franklin, TN

Past

June 9, 2014 - March 6, 2019

CYPRESS CAPITAL, LLC

RIA

CRD#: 171266

FRANKLIN, TN

Past

June 17, 2004 - December 31, 2018

HAYS ADVISORY, LLC

RIA

CRD#: 113713

FRANKLIN, TN

Past

October 1, 1999 - October 17, 2001

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

February 28, 1996 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

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".

CYPRESS CAPITAL, LLC

CYPRESS CAPITAL, LLC | JP2 MANAGEMENT

CRD#: 171266 / SEC#: 801-79771

RIA

Registered Investment Advisory firm - (5/23/2014 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

Tennessee
(8/25/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/2/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/11/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/27/1996

General Securities Representative Examination

Current Firm

CYPRESS CAPITAL, LLC

CYPRESS CAPITAL, LLC | JP2 MANAGEMENT

CRD#: 171266 / SEC#: 801-79771

RIA

Registered Investment Advisory firm - (5/23/2014 Approved)

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Contact information

Main Address

436 Main Street Suite 205, Franklin, TN 37064

Mailing Address

Phone number

(615) 467-6075

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CYPRESS CAPITAL, LLC ADV 2A (6/19/2025)

Regulatory assets under management

Total Number of Accounts	1,534
AUM (Assets Under Management)	$ 413,509,631

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.

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Advisor Monitoring

Firm Stability Insights

Jeffrey D. Hays

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey David Hays's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARLINGTON PARTNERS LLC

CYPRESS CAPITAL, LLC

HAYS ADVISORY, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION CAPITAL MARKETS CORP.

Primary Firm SEC Registration

CYPRESS CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/1996

Series 63

Date: 3/11/1996

Series 7

Date: 2/27/1996

Current Firm

CYPRESS CAPITAL, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CYPRESS CAPITAL, LLC

TRUST BUT VERIFY

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