Troy Jones has been Secretary of Treasury of Access Financial Resources since October 2021, is a control person of the firm and directly owns under 5% of it.
Access Financial Resources Inc. is an Oklahoma City, OK firm with $411M under management, 644 clients and 7 advisers in one office, as of its April 2026 filing.
Troy Jones is Founder and Shareholder of Access Financial Resources, Inc. He served on the Board of Directors of the national Financial Planning Association, chaired its Ethics Committee, and is a past president of the local financial planning association chapter. He works with business owners and professionals including dentists, physicians, bankers, attorneys, accountants and insurance agents.
- – present · 34 yearsOklahoma City, OK · Adviser representative · Firm CRD 109495
Professional designations
Listed by Access Financial Resources
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Troy Jones is registered as an investment adviser representative in 4 states. The first approvals date from January 1992; the most recent is Florida, in April 2025.
- FloridaSince 11 April 2025
- LouisianaSince 6 January 2016
- OklahomaSince 10 January 1992
- TexasSince 9 January 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 1 March 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 December 1982 |
| Series 7 | General Securities Representative Examination | 20 November 1982 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Troy Emery Jones
- CRD
- 1076516
- Firm
- Access Financial Resources · CRD 109495
- Role
- Secretary of Treasury
- Office
- 3621 NW 63RD, Suite A-1, Oklahoma City, OK 73116
- Registration
- Investment adviser registration
- In the industry since
- January 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- afradvice.com
Where does Troy Jones work?
Troy Jones has been Secretary of Treasury of Access Financial Resources Inc. since October 2021, and is a control person of the firm.
Is Troy Jones a financial advisor?
Yes. Troy Jones has a current investment-adviser registration in Florida, Louisiana, Oklahoma and Texas, through Access Financial Resources since January 1992.
How many years of experience does Troy Jones have?
Troy Jones has 34 years in the financial industry, since January 1992, across 1 adviser firm.
What exams has Troy Jones passed?
Troy Jones has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in November 1982. FINRA credited Troy Jones with the SIE, which began in October 2018.
Where is Troy Jones based?
Troy Jones’ registered office is in Oklahoma City, OK.
Is Troy Jones registered with FINRA?
No. Troy Jones has no current broker registration.
Is Troy Jones a CFP?
Access Financial Resources lists Troy Jones with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Troy Jones’ record?
Search CRD 1076516 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Troy Jones’ full registration record.
