Unclaimed Profile

Jeffrey David Hays

CYPRESS CAPITAL, LLC·FRANKLIN, Tennessee

Series 7, Series 63, Series 65Clean record22 years registeredCYPRESS CAPITAL, LLC

436 MAIN STREET, FRANKLIN, TN 37064CRD# 2247967Firm CRD# 171266

Profile Verification

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

Identity

Jeffrey David Hays · FRANKLIN, TN

Registration

CRD #2247967 · CYPRESS CAPITAL, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CYPRESS CAPITAL, LLC

Aug 2021 – present

ARLINGTON PARTNERS LLC

Mar 2019 – Jun 2021

Franklin, TN

CYPRESS CAPITAL, LLC

Jun 2014 – Mar 2019

FRANKLIN, TN

HAYS ADVISORY, LLC

Jun 2004 – Dec 2018

FRANKLIN, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 17, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CYPRESS CAPITAL, LLC

CRD 171266 · SEC 801-79771

AUM

$401M

Regulatory assets under management

Employees

1,554 client accounts

Services offered by CYPRESS CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CYPRESS CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey David Hays offer?

Jeffrey David Hays specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRANKLIN, Tennessee for a consultation.

What are Jeffrey David Hays's credentials?

Jeffrey David Hays is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey David Hays located?

Jeffrey David Hays is based in FRANKLIN, Tennessee, working with CYPRESS CAPITAL, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.

How does Jeffrey David Hays charge for services?

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

How large is CYPRESS CAPITAL, LLC?

CYPRESS CAPITAL, LLC has approximately 12 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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