Douglas Jones, financial advisor Forest VA
93 score

Douglas Jones

CRD Number: 5401512
Current Firm: Mml Investors Services, LLC

Douglas Jones (CRD# 5401512) is an Investment Advisor Representative working at Mml Investors Services, LLC in Forest, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Massmutual Life Insurance Company Virginia Beach, VA Jan 2011 - Current 5
Mml Investors Services Virginia Beach, VA Apr 2010 - Current 6
Gwn Securities Inc. Palm Beach Gardens, FL Nov 2010 - Mar 2011 < 1
Interactive Financial Advisors Lynchburg, VA May 2010 - Mar 2011 < 1
Massmutual Financial Group Lynchburg, VA Aug 2007 - Apr 2010 2
Mml Investors Services, Inc. Lynchburg, VA Aug 2007 - Apr 2010 2
Lynchburg City Public Schools Lynchburg, VA Aug 2006 - Aug 2007 1
Liberty University Lynchburg, VA Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Douglas E. Jones
Phone Number: (413)737-8400
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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