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Jeffrey Thomas Jones

Sage, Rutty & CO., Inc.

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About Jeffrey Thomas Jones

Jeffrey Thomas Jones is an active investment advisor representative, registered with both FINRA and the state of Florida. Jeffrey has a strong track record of success in the financial services industry, with over 10 years of experience. Jeffrey is currently employed with Sage, Rutty & Co., Inc. in Rochester, NY. Jeffrey is a dedicated professional who is committed to helping his clients achieve their financial goals. Jeffrey specializes in helping individuals and families with a wide range of financial planning needs, including retirement planning, investment management, and college savings. Jeffrey is a Series 7 and 66 license holder, and he has passed the Securities Industry Essentials Exam.

Firm Information

Jeffrey Jones is currently registered with Sage, Rutty & CO., Inc.. Sage, Rutty & CO., Inc. is a registered investment advisor with over 80 years of experience. Based in Rochester, NY, the firm provides financial planning, educational seminars, and portfolio management services to individuals, corporations, and charitable organizations. Sage, Rutty & CO., Inc. manages over $2.4 billion in assets for its clients. The firm has a team of 39 investment advisor representatives and 27 licensed agents who are committed to providing their clients with personalized financial advice.
Sage, Rutty & CO., Inc.

100 CORPORATE WOODS

ROCHESTER, NY 14623

$2.47B

Assets Under Management

100

Total Clients

46

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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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

NY

05/24/2022 - Present

Sage, Rutty & CO., Inc. (ROCHESTER NY)

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Licenses & Designations

BOTH

Issued 05/20/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/19/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Thomas Jones.
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