Jeffrey R. Jones
CYPRESS FINANCIAL PLANNING
Haddon Heights, NJ 08035
Some features on this profile are disabled
CRD#: 5348132
Professional summary
Jeffrey Russell Jones, CFP®, who also goes by Jeff Jones, Jeffrey R Jones, Jeffrey Jones, is a registered financial advisor currently at CYPRESS FINANCIAL PLANNING located in Haddon Heights, New Jersey.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jeffrey has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Jones | Jeffrey R Jones | Jeffrey Jones
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.
(1.) NAME OF OBA: CYPRESS PROPERTIES; ADDRESS OF OBA: HADDON HEIGHTS, NJ 08035; NATURE: COMMERCIAL REAL ESTATE PROPERTY MANAGEMENT; INVESTMENT-RELATED: NO; TITLE WITH OBA: PRINCIPAL; DUTIES: MANAGING TENANTS, MAINTAINING PHYSICAL PROPERTY, BOOKKEEPING; START DATE: 12/14/2021; APPROX. NUMBER OF HOURS/MONTH: 6; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: 3RD DECADE; ADDRESS OF OBA: TUCSON, AZ 85718; NATURE: VOLUNTEER FINANCIAL COACH TO UNDERSERVED INDIVIDUALS; INVESTMENT RELATED: YES; TITLE WITH OBA: FINANCIAL MENTOR; DUTIES: WILL ENGAGE WITH A HOUSEHOLD ON A ONE-YEAR TIMEFRAME TO IDENTIFY FINANCIAL GOALS AND DEVELOP AN IMPROVEMENT PLAN, EDUCATE MENTEE REGARDING FINANCIAL STRATEGIES AND BEHAVIORAL CHANGE; START DATE: 09/01/2025: APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 3
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Russell Jones's 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®
Start date: 2010
Experience
Current
July 31, 2009 - Present
CYPRESS FINANCIAL PLANNING
Office #1: 400 White Horse Pike, Haddon Heights, NJ 08035RIA
CRD#: 151014
Haddon Heights, NJ
Past
July 24, 2017 - October 31, 2019
MYFINANCIALANSWERS
RIA
CRD#: 286461
CHERRY HILL, NJ
Past
September 26, 2007 - July 21, 2009
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
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".
CF
CYPRESS FINANCIAL PLANNING
CYPRESS FINANCIAL PLANNING | CYPRESS FINANCIAL PLANNING, LLC
CRD#: 151014 / SEC#: 801-112700
RIA
Registered Investment Advisory firm - (3/26/2018 Approved)Delaware
Registered Investment Advisory firm - (3/29/2018 Terminated)Maryland
Registered Investment Advisory firm - (4/6/2018 Terminated)New Jersey
Registered Investment Advisory firm - (4/12/2018 Terminated)New York
Registered Investment Advisory firm - (3/28/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/29/2018 Terminated)Virginia
Registered Investment Advisory firm - (3/28/2018 Terminated)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
New Jersey(7/31/2009)
IAR
Texas(3/29/2018)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CF
CYPRESS FINANCIAL PLANNING
CYPRESS FINANCIAL PLANNING | CYPRESS FINANCIAL PLANNING, LLC
CRD#: 151014 / SEC#: 801-112700
RIA
Registered Investment Advisory firm - (3/26/2018 Approved)Delaware
Registered Investment Advisory firm - (3/29/2018 Terminated)Maryland
Registered Investment Advisory firm - (4/6/2018 Terminated)New Jersey
Registered Investment Advisory firm - (4/12/2018 Terminated)New York
Registered Investment Advisory firm - (3/28/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/29/2018 Terminated)Virginia
Registered Investment Advisory firm - (3/28/2018 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
400 White Horse Pike, Haddon Heights, NJ 08035
Mailing Address
Phone number
(856) 720-0029
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,509 |
| AUM (Assets Under Management) | $ 394,972,037 |
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.
