Jeffrey Jones has been Managing Member/CCO of Foothills Advisors since August 2018, is a control person of the firm and directly owns 75% or more of it. Jeffrey Jones studied at Arizona State University.
Foothills Advisors, LLC is a Cave Creek, AZ firm with $142M under management, 188 clients and 3 advisers in one office, as of its August 2026 filing.
Jeffrey M. Jones is Principal of Foothills Advisors. He began his financial career over a decade ago in corporate finance at Wells Fargo/Wells Fargo Advisors, then worked for two local advisory firms before starting Foothills Advisors. His background includes investment management, retirement planning, tax planning and preparation, implementation of strategic financing plans and insurance coverage design.
Jeffrey Jones’ longest registration is the current one, 8 years at Foothills Advisors since 2018. Before joining Foothills Advisors in 2018, Jeffrey Jones was registered through Heritage Wealth Management, LLC and The Morgan Group Inc.
- Foothills Advisors, LLCCurrent– present · 8 yearsCave Creek, AZ · Adviser representative · Firm CRD 298408
- Heritage Wealth Management, LLC– · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 287909
- Heritage Wealth Management, LLC– · 3 yearsPhoenix, AZ · Adviser representative · Firm CRD 158107
- The Morgan Group Inc.– · 1 yearBeaverton, OR · Adviser representative · Firm CRD 155180
- Wells Fargo Advisors, LLC– · 1 yearCave Creek, AZ · Adviser representative · Firm CRD 19616
- Wells Fargo Investments, LLC– · 2 yearsCave Creek, AZ · Adviser representative · Firm CRD 10582
Investment adviser representative registrations
Jeffrey Jones is registered as an investment adviser representative in Arizona, since October 2018.
- ArizonaSince 19 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 September 2008 |
| Series 7 | General Securities Representative Examination | 25 August 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Michael Jones
- CRD
- 5542768
- Firm
- Foothills Advisors · CRD 298408
- Role
- Managing Member/CCO
- Office
- 6702 E CAVE CREEK ROAD, #4, Cave Creek, AZ 85331
- Registration
- Investment adviser registration
- In the industry since
- February 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- foothillsadvisors.com
Where does Jeffrey Jones work?
Jeffrey Jones has been Managing Member/CCO of Foothills Advisors, LLC since August 2018, and is a control person of the firm.
Is Jeffrey Jones a financial advisor?
Yes. Jeffrey Jones has a current investment-adviser registration in Arizona, through Foothills Advisors since October 2018.
How many years of experience does Jeffrey Jones have?
Jeffrey Jones has 17 years in the financial industry, since February 2009, across 6 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 August 2008.
Where did Jeffrey Jones work before Foothills Advisors?
Before Foothills Advisors, Jeffrey Jones was registered through Heritage Wealth Management, LLC, July 2017 to October 2018; Heritage Wealth Management, LLC, November 2013 to August 2017; The Morgan Group Inc., August 2012 to December 2013; Wells Fargo Advisors, LLC, January 2011 to March 2012; Wells Fargo Investments, LLC, September 2008 to January 2011.
Where is Jeffrey Jones based?
Jeffrey Jones’ registered office is in Cave Creek, AZ.
Is Jeffrey Jones registered with FINRA?
No. Jeffrey Jones has no current broker registration.
How can I verify Jeffrey Jones’ record?
Search CRD 5542768 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Jones’ full registration record.