CYPRESS FINANCIAL PLANNING, LLC
Legal name: CYPRESS FINANCIAL PLANNING
CRD #151014 SEC #801-112700 HADDON HEIGHTS, NJ (856) 720-0029
SEC Registered
Total AUM
$395M
Discretionary
$255.2M
Employees
7
Clients
251
Accounts
1,509
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JONES, JEFFREY, RUSSELL | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, JEFFREY, RUSSELL | I | OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| POWERS, EVAN | I | PRINCIPAL AND FINANCIAL PLANNER | B | Control |
| POWERS, EVAN | I | PRINCIPAL AND FINANCIAL PLANNER | B | Control |
| POWERS, EVAN | I | PRINCIPAL AND FINANCIAL PLANNER | B | Control |
| POWERS, EVAN | I | PRINCIPAL AND FINANCIAL PLANNER | B | Control |
| POWERS, EVAN | I | PRINCIPAL AND FINANCIAL PLANNER | B | Control |
| POWERS, EVAN | I | PRINCIPAL AND FINANCIAL PLANNER | B | Control |
| POWERS, EVAN | I | PRINCIPAL AND FINANCIAL PLANNER | B | Control |
| PITTS, BENJAMIN, JARED | I | OWNER/PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER/PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER/PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER/PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER/PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER/PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER/PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER/PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER/PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER/PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER/PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER/PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER/PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER AND PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER AND PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER AND PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER AND PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER AND PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER AND PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER AND PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER AND PRINCIPAL | A | Control |
| PITTS, BENJAMIN, JARED | I | OWNER AND PRINCIPAL | A | Control |
| POWERS, EVAN | I | OWNER/PRINCIPAL | A | Control |
| POWERS, EVAN | I | OWNER/PRINCIPAL | A | Control |
| POWERS, EVAN | I | OWNER/PRINCIPAL | A | Control |
| POWERS, EVAN | I | OWNER/PRINCIPAL | A | Control |
| POWERS, EVAN | I | OWNER/PRINCIPAL | A | Control |
| POWERS, EVAN | I | OWNER/PRINCIPAL | A | Control |
| POWERS, EVAN | I | OWNER/PRINCIPAL | A | Control |
| POWERS, EVAN | I | OWNER/PRINCIPAL | A | Control |
| POWERS, EVAN | I | OWNER/PRINCIPAL | A | Control |
| POWERS, EVAN | I | OWNER/PRINCIPAL | A | Control |
| POWERS, EVAN | I | OWNER/PRINCIPAL | A | Control |
| POWERS, EVAN | I | OWNER/PRINCIPAL | A | Control |
| POWERS, EVAN | I | OWNER/PRINCIPAL | A | Control |
| POWERS, EVAN | I | PRINCIPAL AND FINANCIAL PLANNER | A | Control |
| POWERS, EVAN | I | PRINCIPAL AND FINANCIAL PLANNER | A | Control |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (11)
CA CO DE FL MD NC NJ NY PA TX VA
Address
400 WHITE HORSE PIKEHADDON HEIGHTS, NJ 08035
United States
Phone: (856) 720-0029