Jeffrey Thomas Jones
Investment adviser representative at Sage, Rutty & Co., Inc.
15 yearsExperience
2 statesRegistered in
$3.5BFirm assets
36 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Sage, Rutty & Co., Inc.Feb 2022 to now
- Hillyard Inc.May 2011 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Sage, Rutty & Co., Inc.
$3.5BAssets managed
8,613Clients
45Advisers
36 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
- 7510799
- Firm CRD
- 3254