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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Hays is a financial advisor with Cypress Capital, LLC, a firm based in Franklin, Tennessee. Jeffrey has been in the industry since 1996. Jeffrey specializes in providing financial planning services, portfolio management, and pension consulting. Jeffrey is registered with the state of Tennessee as an Investment Advisor Representative. Prior to joining Cypress Capital, LLC, Jeffrey was an advisor with First Union Securities, Inc. and First Union Capital Markets Corp. Jeffrey is also the Chair for the Nashville Group of Tiger 21, a peer-to-peer learning network for high net worth investors. Jeffrey holds a Series 65, a Series 63 and a Series 7.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Serve as sub-adviser, provide model portfolios, consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
01/01/2025 - Present
Cypress Capital, LLC (FRANKLIN TN)
MO
10/01/1999 - 10/17/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/28/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 04/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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