Jeffrey Russell Jones

Employer firm

Cypress Financial Planning CRD 151014

$490M regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → Present
  Cypress Financial Planning
  Haddon Heights, NJ

Previous Registrations

• 2017-07-24 → 2019-10-31
  Myfinancialanswers
  Cherry Hill, NJ

Other Businesses

(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

Exams

• S66 Uniform Combined State Law Examination
  2007-10-22

Designations

• Certified Financial Planner

Other Names

• Jeff Jones
• Jeffrey Jones
• Jeffrey R Jones