Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Shaw Jones is a financial advisor with over 30 years of experience in the financial services industry. Melissa has a proven track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Melissa is currently registered with J. W. Cole Advisors, Inc. and Douglas W. Jones Associates Financial & Insurance Services, Inc. Prior to joining J. W. Cole Advisors, Inc., Melissa was a financial advisor with Walnut Street Securities, Inc. Melissa is a Certified Financial Planner™ and holds Series 6, 63, and 65 licenses. Melissa is committed to providing her clients with the highest level of service and expertise.
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
04/24/1991 - 02/21/2013
WALNUT STREET SECURITIES, INC. (LAKE FOREST CA)
CA
05/07/1990 - 04/26/1991
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
05/07/1990 - 04/26/1991
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
09/10/1987 - 12/31/1989
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
09/10/1987 - 12/31/1989
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
11/17/1986 - 09/01/1987
UNIFIED SECURITY ASSETS, INC.
NA
07/03/1986 - 02/04/1987
PHILADELPHIA LIFE ASSET PLANNING COMPANY
NA
10/29/1985 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
BC
Issued 08/09/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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