Jeffrey Jones has been Owner, Principal and Senior Financial Planner of Cypress Financial Planning since April 2026, is a control person of the firm and directly owns 75% or more of it. Jeffrey Jones holds a Bachelor's degree in Mechanical Engineering from Duke University and a Master's degree in Financial Engineering from Princeton University.
Cypress Financial Planning, LLC is a Haddon Heights, NJ firm with $490M under management, 432 clients and 6 advisers across 4 offices, as of its July 2026 filing.
Jeffrey Jones is Chief Financial Planner of Cypress Financial Planning. He founded the firm and advises individuals and families there. Before Cypress, he worked in the Private Wealth Management Division of Goldman Sachs in Philadelphia, making investment recommendations for families and foundations, and earlier was an engineer at Lockheed Martin in Moorestown, NJ. He volunteers with the Financial Planning Association of Philadelphia.
Jeffrey Jones’ longest registration is the current one, 17 years at Cypress Financial Planning since 2009.
- Myfinancialanswers– · 2 yearsCherry Hill, NJ · Adviser representative · Firm CRD 286461
- Cypress Financial PlanningCurrent– present · 17 yearsHaddon Heights, NJ · Adviser representative · Firm CRD 151014
Professional designations
Listed by Cypress Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jeffrey Jones is registered as an investment adviser representative in 2 states. The first approvals date from July 2009; the most recent is Texas, in March 2018.
- New JerseySince 31 July 2009
- TexasSince 29 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 October 2007 |
| Series 7 | General Securities Representative Examination | 24 September 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Russell Jones
- CRD
- 5348132
- Firm
- Cypress Financial Planning · CRD 151014
- Role
- Owner, Principal and Senior Financial Planner
- Office
- 400 WHITE HORSE PIKE, Haddon Heights, NJ 08035
- Registration
- Investment adviser registration
- In the industry since
- July 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cypressplanning.com
Where does Jeffrey Jones work?
Jeffrey Jones has been Owner, Principal and Senior Financial Planner of Cypress Financial Planning, LLC since April 2026, and is a control person of the firm.
Is Jeffrey Jones a financial advisor?
Yes. Jeffrey Jones has a current investment-adviser registration in New Jersey and Texas, through Cypress Financial Planning since July 2009.
How many years of experience does Jeffrey Jones have?
Jeffrey Jones has 17 years in the financial industry, since July 2009, across 2 adviser firms.
What exams has Jeffrey Jones passed?
Jeffrey Jones has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2007.
Where is Jeffrey Jones based?
Jeffrey Jones’ registered office is in Haddon Heights, NJ.
Is Jeffrey Jones registered with FINRA?
No. Jeffrey Jones has no current broker registration.
Is Jeffrey Jones a CFP?
Cypress Financial Planning lists Jeffrey Jones with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jeffrey Jones’ record?
Search CRD 5348132 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Jones’ full registration record.
