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Theodore Jay Jones

Iht Wealth Management LLC

Chicago, IL

Ashland, WI

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Current Employers
Iht Wealth Management Llc

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-05-30
  • WI RA
    APPROVED
    Since 2025-05-30

Branch Locations

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

1000 Lake Shore Drive West, Ashland, WI 54806 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Planners' Financial Services Scottsdale AZ 03/2012 Present
Ringenberg Financial Group Ashland WI 03/2012 03/2024
Delta Diner, Lcc Mason WI 05/2011 Present
Memorial Medical Center Ashland WI 01/2008 02/2020
Fieldstone Forty Llc Mason WI 02/2014 Present
Theodore Jay Jones Ashland WI 03/2012 Present
Fieldstone Forty Llc Mason WI 02/2014 Present
  • 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
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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-09-06
  • S63 Uniform Securities Agent State Law Examination
    1986-09-06
Designations
Other Names
  • Tjay Jones

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