Troy
Jones
Access Financial Resources Inc
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About this Advisor
Troy Jones is a certified financial planner working out of Oklahoma City, Oklahoma who has 31 years of relevant experience. Jones is on the advisory team at Access Financial Resources Inc. Over the course of their career, they have held roles at Access Financial Resources, Inc, Access Investments, Inc and Troy E. Jones. Jones holds a Series 63 license, certifying them as a securities agent, and is registered to work in Louisiana, Oklahoma and Texas. Access Financial Resources Inc is a registered investment business based out of Oklahoma City, OK. It controls $306 million in total assets among its 2,258 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 2,258 client accounts, just 11% are held by high-net-worth clients who have more than $1 million in assets. The firm provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually are based on which service is provided. Fees charged by Access Financial Resources Inc may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Access Financial Resources Inc Brokerage Details
$306,397,359
9
2,258
$135,694
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Troy Jones Work History
Troy has been registered as a financial advisor for 31 years.*
Access Financial Resources, Inc
Troy E. Jones
Access Investments, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Troy Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Access Financial Resources Inc
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
