Jeffrey Michael Jones

Current Employers

Employment History

• 11/2013 → 09/2018
  Heritage Wealth Management, Llc
  Phoenix, AZ
• 09/2018 → Present
  Foothills Insurance Group, Llc
  Cave Creek, AZ
• 09/2018 → Present
  Foothills Advisors, Llc
  Cave Creek, AZ
• 08/2020 → Present
  Duck Pond Lane, Llc
  Cave Creek, AZ
• 01/2025 → Present
  Rip City Holdings, Llc
  Cave Creek, AZ

Previous Registrations

• 2017-07-24 → 2018-10-17
  Heritage Wealth Management, Llc
  Phoenix, AZ
• 2013-11-20 → 2017-08-18
  Heritage Wealth Management, Llc
  Phoenix, AZ
• 2012-08-29 → 2013-12-03
  Tmg Wealth Advisors, Inc.
  Beaverton, OR
• 2011-01-03 → 2012-03-23
  Wells Fargo Clearing Services, Llc
  Cave Creek, AZ
  Scottsdale, AZ
• 2008-09-15 → 2011-01-03
  Wells Fargo Investments, Llc
  Scottsdale, AZ
  Cave Creek, AZ

Other Businesses

**Foothills Insurance Group, LLC; Inv Rel; Cave Creek, AZ; Ins sales and services; Ins Agent; Start: 09/2018; Approximately 25% of time. ** Duck Pond Lane, LLC; Inv Rel; Cave Creek, AZ; Owner of a rental property; Start: 08/2020; 5% of time. **RIP City Holdings, LLC; Inv Rel; Cave Creek, AZ; Owner/Managing Member; holding company for personal investments; Start: 01/2025; 2% of time.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-08