Unclaimed Profile

Troy Emery Jones

ACCESS FINANCIAL RESOURCES INC.·OKLAHOMA CITY, Oklahoma

SIE, Series 7, Series 24, Series 63Clean record34 years registeredACCESS FINANCIAL RESOURCES INC.

3621 NW 63RD STREET, OKLAHOMA CITY, OK 73116CRD# 1076516Firm CRD# 109495

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Troy Emery Jones · OKLAHOMA CITY, OK

Registration

CRD #1076516 · ACCESS FINANCIAL RESOURCES INC. · 34 years registered

Brand Profile

Not yet started

Career History

ACCESS FINANCIAL RESOURCES INC.

Jan 1992 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · January 10, 1992

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACCESS FINANCIAL RESOURCES INC.

CRD 109495 · SEC 801-58103

AUM

$308M

Regulatory assets under management

Employees

2,335 client accounts

Services offered by ACCESS FINANCIAL RESOURCES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ACCESS FINANCIAL RESOURCES INC. →

Introduction

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Frequently Asked Questions

What services does Troy Emery Jones offer?

Troy Emery Jones specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Troy Emery Jones's credentials?

Troy Emery Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Troy Emery Jones located?

Troy Emery Jones is based in OKLAHOMA CITY, Oklahoma, working with ACCESS FINANCIAL RESOURCES INC.. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Troy Emery Jones charge for services?

Troy Emery Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACCESS FINANCIAL RESOURCES INC.?

ACCESS FINANCIAL RESOURCES INC. has approximately 9 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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