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Owner, Principal and Senior Financial Planner · Cypress Financial Planning

Jeffrey R. Jones

CRD 5348132 · Named on Form ADV at one SEC-registered adviser

At a glance

Cypress Financial Planning, an SEC-registered wealth manager based in Haddon Heights, NJ with $490 million in regulatory assets, lists Jeffrey R. Jones on its Form ADV as Owner, Principal and Senior Financial Planner, a control person.

Firms and roles

  • Cypress Financial PlanningOwner, Principal and Senior Financial PlannerWealth manager · Haddon Heights, NJ · $490M in regulatory assets

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Bradley J. SorensenChief Investment Officer, Cypress Financial Planning
  • Benjamin J. PittsOwner and Principal, Cypress Financial Planning
  • Evan PowersPrincipal and Financial Planner, Cypress Financial Planning
  • Kurt H. RuoffManaging Partner, Chief Compliance Officer and Senior Financial Planner, Cypress Financial Planning

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.