CJ
CFP
CJ
CFP

Cydney Jones

6 Years of Experience
Manhattan, KS

Cydney Jones is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Manhattan, KS, with 6 years of industry experience. Cydney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,321 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,321 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.6B

Fee Structure

Investment management only (planning not offered)

CGN Advisors offers investment supervisory services where they manage your investments. The fees vary and do not exceed 1.00% annually, based on the value of your portfolio. The exact fee schedule will be detailed in your advisory agreement. Fees are negotiable based on the complexity of the services and the advisor assigned to your account. Fees are billed monthly or quarterly, in arrears.

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Contact

CJ
Cydney Jones

Location

512 Poyntz Ave, Suite 120, Manhattan, KS, 66502

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cgn Advisors, LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Provise Management Group, LLC
November 2019 - November 2020 · 1 yr
State Registrations3 states
FLGATX
Advisor

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.

Exams
No exam information available for this advisor.
Additional Information

Cydney has always had a passion for numbers and problem solving. She earned a Master’s in Applied Mathematical Science from the University of Georgia and holds a Bachelor of Arts in Mathematics Education from the University of South Florida. Her background in math and ability to organize and find efficiencies allow her to fine tune financial plans for optimal success.

CJ
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Cydney Jones