# Jeffrey Jones

> Jeffrey Jones is a fee-only financial advisor at Cypress Financial Planning in Haddon Heights, New Jersey, who holds the CFP credential. Cypress Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-jones/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cypress Financial Planning
- **Based in:** Haddon Heights, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $490.4M across 1,582 accounts
- **Credentials:** CFP
- **CRD:** 5348132 (https://adviserinfo.sec.gov/individual/summary/5348132)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.cypressplanning.com

## Frequently asked questions

### Is Jeffrey Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Cypress Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Cypress Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeffrey Jones based?

Jeffrey Jones is based in Haddon Heights, New Jersey.

### What credentials does Jeffrey Jones hold?

Jeffrey Jones holds the CFP credential.

### Is Jeffrey Jones registered with the SEC?

Yes. Jeffrey Jones is registered as an investment adviser representative in NJ and TX (CRD 5348132), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cypress Financial Planning manage?

Cypress Financial Planning reports $490.4M across 1,582 accounts in assets under management.

### How do I contact Jeffrey Jones?

Through Jeffrey's website, www.cypressplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5348132): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.