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Jeffrey Russell Jones

CYPRESS FINANCIAL PLANNING, LLC·HADDON HEIGHTS, New Jersey
Series 7, Series 66Clean record17 years registeredCYPRESS FINANCIAL PLANNING, LLC
400 WHITE HORSE PIKE, HADDON HEIGHTS, NJ 08035CRD# 5348132Firm CRD# 151014

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Russell Jones · HADDON HEIGHTS, NJ
Registration
CRD #5348132 · CYPRESS FINANCIAL PLANNING, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

CYPRESS FINANCIAL PLANNING
Jul 2009 – present
MYFINANCIALANSWERS
Jul 2017 – Oct 2019
CHERRY HILL, NJ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · July 31, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CYPRESS FINANCIAL PLANNING, LLC
CRD 151014 · SEC 801-112700
AUM
$308M
Regulatory assets under management
Employees
6
1,309 client accounts
Services offered by CYPRESS FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CYPRESS FINANCIAL PLANNING, LLC →
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05

Frequently Asked Questions

What services does Jeffrey Russell Jones offer?
Jeffrey Russell Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HADDON HEIGHTS, New Jersey for a consultation.
What are Jeffrey Russell Jones's credentials?
Jeffrey Russell Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Russell Jones located?
Jeffrey Russell Jones is based in HADDON HEIGHTS, New Jersey, working with CYPRESS FINANCIAL PLANNING, LLC. Their office serves clients in the HADDON HEIGHTS metropolitan area and surrounding communities.
How does Jeffrey Russell Jones charge for services?
Jeffrey Russell Jones's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CYPRESS FINANCIAL PLANNING, LLC?
CYPRESS FINANCIAL PLANNING, LLC has approximately 6 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CYPRESS FINANCIAL PLANNING, LLC

Evan Powers
HADDON HEIGHTS, NJ
Benjamin Jared Pitts
HADDON HEIGHTS, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
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JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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