Theodore Jay Jones

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2012 → Present
  United Planners' Financial Services
  Scottsdale, AZ
• 03/2012 → 03/2024
  Ringenberg Financial Group
  Ashland, WI
• 05/2011 → Present
  Delta Diner, Lcc
  Mason, WI
• 01/2008 → 02/2020
  Memorial Medical Center
  Ashland, WI
• 02/2014 → Present
  Fieldstone Forty Llc
  Mason, WI
• 03/2012 → Present
  Theodore Jay Jones
  Ashland, WI
• 02/2014 → Present
  Fieldstone Forty Llc
  Mason, WI

Previous Registrations

• 2012-03-23 → 2025-05-30
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Ashland, WI
• 1998-03-10 → 2012-03-26
  Edward Jones
  Ashland, WI

Other Businesses

1.) DELTA DINER LLC - LLC MEMBER - PASSIVE INVESTMENT - DELTA, WI - SINCE 05/2011 - NOT INVESTMENT RELATED 2.) CHEQUEMEGON BAY GOLF CLUB - SHAREHOLDER OF A C CORPORATION - GOLF COURSE - ASHLAND, WI - SINCE 04/2012 - NOT INVESTMENT RELATED 3.) RINGENBERG FINANCIAL GROUP - MANAGER - DBA NAME FOR MARKETING PURPOSES ONLY - ASHLAND, WI - SINCE 03/2012 - INVESTMENT RELATED 4.) FIELDSTONE FORTY LLC - MEMBER AND CO-MANAGER - INVESTMENTS IN COMMERCIAL REAL ESTATE AND RENTAL PROPERTIES - MASON, WI - SINCE 02/2014 - INVESTMENT RELATED 5.) TRIANGLE-J LLC - MEMBER AND CO-MANAGER - INVESTMENTS IN LAND - MASON, WI - SINCE 11/2021 - INVESTMENT RELATED 6.) THEODORE JAY JONES - AGENT - NON-VARIABLE INSURANCE - ASHLAND, WI - SINCE 03/2012 - INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-09-06

Designations

• Certified Financial Planner

Other Names

• Tjay Jones