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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Warren Jones is a financial advisor with over 40 years of experience in the industry. Douglas is registered with J.W. Cole Advisors, Inc. and Douglas W. Jones Associates Financial & Insurance Services, Inc. Douglas is a Registered Representative and Investment Advisor Representative in California. Douglas has a wide range of experience in the financial services industry, including investment advisory, insurance, and financial planning. Douglas specializes in providing investment advice and financial planning services to individuals, families, and businesses. Douglas holds several professional designations, including Chartered Financial Consultant. Douglas's commitment to his clients is demonstrated by his long tenure in the industry and his dedication to providing personalized financial solutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
02/15/2013 - Present
J. W. Cole Advisors, Inc. (LAKE FOREST CA)
CA
10/11/1985 - 02/21/2013
WALNUT STREET SECURITIES, INC. (LAKE FOREST CA)
NA
05/27/1987 - 04/27/1989
RICHEY FINANCIAL GROUP, INC.
NA
01/03/1980 - 01/14/1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
01/18/1983 - 11/04/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/21/1975 - 08/02/1980
CONNECTICUT MUTUAL LIFE INSURANCE COMPANY
IA
Issued 09/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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