Jeffrey Jones
Jeffrey Jones is a registered investment advisor at Foothills Advisors, LLC, based in Cave Creek, AZ, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 186 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable based upon certain criteria. When using Sub-Advisors, the Client will pay additional fees that range between 0.25% - 0.50% depending on the asset allocation.
Fee Estimator
Location
6702 E Cave Creek Road, #4, Cave Creek, AZ, 85331
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent with Foothills Insurance Group, LLC and the owner of a rental property, Duck Pond Lane, LLC. These activities take about a quarter of his time.
Employment History
Current Registrations
Foothills Advisors, LLC
Previous Registrations
Heritage Wealth Management, LLC
Heritage Wealth Management, LLC
The Morgan Group INC.
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.