Elizabeth Jones
Third Eye Associates · Red Hook, New York
Elizabeth Jones is a fee-only financial advisor at Third Eye Associates in Red Hook, New York. Elizabeth charges a percentage of assets and focuses on sustainable & impact investing, small business owners and retirement planning.
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Specialties
Who they serve
- Retirees
- Mid-life transitions
Facts
| Firm | Third Eye Associates |
|---|---|
| Based in | Red Hook, New York |
| Fee model | Percentage of assets |
| SEC registration | Investment adviser representative in CA, CT, DC, FL, LA, NC, NJ, NY, PA, TX, VA · CRD 3190846 |
| Exams passed | Series 63 (1999) · Series 66 (2002) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.thirdeyeassociates.com |
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Questions about Elizabeth
Is Elizabeth Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Third Eye Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elizabeth charge for financial advice?
Elizabeth charges a percentage of assets.
Where is Elizabeth Jones based?
Elizabeth Jones is based in Red Hook, New York.
What does Elizabeth specialize in?
Elizabeth's specialties include sustainable & impact investing, small business owners, retirement planning, estate & legacy planning and tax planning. Elizabeth works with retirees and mid-life transitions.
Is Elizabeth Jones registered with the SEC?
Yes. Elizabeth Jones is registered as an investment adviser representative in CA, CT, DC, FL, LA, NC, NJ, NY, PA, TX and VA (CRD 3190846), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How do I contact Elizabeth Jones?
Through Elizabeth's website, www.thirdeyeassociates.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Third Eye Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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