Jeffrey Jones
Cypress Financial Planning · Haddon Heights, New Jersey
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.
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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 | $490.4M across 1,582 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, TX · CRD 5348132 |
| Exams passed | Series 66 (2007) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cypressplanning.com |
How Jeffrey's firm compares
- Cypress Financial Planning's average account is about $310,000, from its Form ADV (assets managed divided by 1,582 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Haddon Heights
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
- 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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