Douglas Jones (CRD# 810094) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lake Forest, CA and has over 32 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w.cole Financial, Inc. | Tampa, FL | Feb 2013 - Current | 11 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Feb 2013 - Current | 11 |
| Douglas W. Jones Associates Financial & Insurance Services, Inc. | Lake Forest, CA | Jan 1988 - Current | 36 |
| Jones Associates | Lake Forest, CA | Dec 1983 - Current | 40 |
| Self Employed | Lake Forest, CA | Aug 1982 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1994 |
- CA
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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