JR
Jeffrey Russell Jones
CRD 5348132
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Cypress Financial Planning, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cypress Financial Planning, Llc
Owner, Principal And Chief Compliance Officer · 75% or more · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗