Jeffrey Michael Jones
Investment adviser representative at Foothills Advisors, LLC
13 yearsExperience
1 stateRegistered in
$142.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Rip City Holdings, LLCJan 2025 to now
- Duck Pond Lane, LLCAug 2020 to now
- Foothills Advisors, LLCSep 2018 to now
- Foothills Insurance Group, LLCSep 2018 to now
- Heritage Wealth Management, LLCNov 2013 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Foothills Advisors, LLC
$142.1MAssets managed
188Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5542768
- Firm CRD
- 298408