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Jeffrey Michael Jones

FOOTHILLS ADVISORS, LLC·CAVE CREEK, Arizona
Unclaimed Profile
6702 E CAVE CREEK ROAD, CAVE CREEK, AZ 85331CRD# 5542768Firm CRD# 298408
01

About

Jeffrey Michael Jones is a registered financial advisor based in CAVE CREEK, Arizona, affiliated with FOOTHILLS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FOOTHILLS ADVISORS, LLC
FOOTHILLS ADVISORS, LLC
AUM
$118M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FOOTHILLS ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5542768
Firm CRD# 298408
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Michael Jones offer?
Jeffrey Michael Jones specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CAVE CREEK, Arizona for a consultation.
What are Jeffrey Michael Jones's credentials?
Jeffrey Michael Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Jones located?
Jeffrey Michael Jones is based in CAVE CREEK, Arizona, working with FOOTHILLS ADVISORS, LLC. Their office serves clients in the CAVE CREEK metropolitan area and surrounding communities.
How does Jeffrey Michael Jones charge for services?
Jeffrey Michael Jones's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOOTHILLS ADVISORS, LLC?
FOOTHILLS ADVISORS, LLC has approximately 3 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CAVE CREEK
Kenneth Russell Hartley — ERISEY WEALTH MANAGEMENT LLC
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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