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Jeffrey Michael Jones

Foothills Advisors, LLC

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About Jeffrey Michael Jones

Jeffrey Michael Jones is an Investment Advisor Representative at Foothills Advisors, LLC, a firm based in Cave Creek, AZ. Jeffrey has been working in the financial industry since 2008. He is licensed to practice in Arizona. Jeffrey previously worked at Wells Fargo Advisors, LLC and Triad Advisors, Inc. Jeffrey holds the Series 7 and Series 66 licenses. He also has a financial affiliated business as an insurance agent with Foothills Insurance Group, LLC. Jeffrey also owns a rental property, Duck Pond Lane, LLC. He is an experienced professional with a demonstrated history of working in the financial services industry. He is skilled in financial planning, investment management, and insurance.

Firm Information

Jeffrey Jones is currently registered with Foothills Advisors, LLC. Foothills Advisors, LLC is a registered investment advisor located in Cave Creek, Arizona. The firm manages approximately $104.2 million in assets for 412 clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. They offer financial planning and portfolio management services.
Foothills Advisors, LLC

6702 E CAVE CREEK ROAD

CAVE CREEK, AZ 85331

$104.22M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Jones’s Registration & Firm History

AZ

10/19/2018 - Present

Foothills Advisors, LLC (CAVE CREEK AZ)

AZ

03/21/2012 - 11/04/2013

TRIAD ADVISORS, INC. (CAREFREE AZ)

AZ

01/03/2011 - 03/23/2012

WELLS FARGO ADVISORS, LLC (CAVE CREEK AZ)

AZ

08/27/2008 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (CAVE CREEK AZ)

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Licenses & Designations

BOTH

Issued 09/08/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/25/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Michael Jones.
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