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Douglas Edward Jones

Wood Creek Capital Advisors, LLC

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About Douglas Edward Jones

Douglas Jones is a registered Investment Advisor Representative with Wood Creek Capital Advisors, LLC. Douglas has been in the financial services industry for over 16 years. His primary focus is providing financial planning and portfolio management services to individuals and high-net-worth individuals. Previously, Douglas was employed with LPL Financial LLC, MML Investors Services, LLC, and GWN Securities Inc. Douglas is also an insurance agent and has been selling life insurance since 2017.

Firm Information

Douglas Jones is currently registered with Wood Creek Capital Advisors, LLC. Wood Creek Capital Advisors, LLC is an investment advisor registered with the SEC. They provide financial planning and portfolio management services for individuals and high-net-worth individuals. The firm manages approximately $43.5 million in assets for 401 clients. Their services also include variable annuity and life management.

$43.50M

Assets Under Management

Not reported

Total Clients

3

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable annuity and life management

Variable annuity and life management

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas Jones’s Registration & Firm History

VA

07/21/2020 - Present

Wood Creek Capital Advisors, LLC (LYNCHBURG VA)

VA

11/17/2017 - 08/05/2020

LPL FINANCIAL LLC (LYNCHBURG VA)

VA

04/28/2011 - 11/21/2017

MML INVESTORS SERVICES, LLC (FOREST VA)

FL

11/03/2010 - 03/25/2011

GWN SECURITIES INC. (PALM BEACH GARDENS FL)

VA

09/10/2007 - 05/04/2010

MML INVESTORS SERVICES, INC. (LYNCHBURG VA)

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Licenses & Designations

BOTH

Issued 09/25/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Douglas Edward Jones. Review regulatory record here.
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