Melissa Jones, financial advisor Lake Forest CA
96 score

Melissa Jones

CRD Number: 1390408
Current Firm: J. W. Cole Advisors, Inc.

Melissa Jones (CRD# 1390408) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lake Forest, CA and has over 16 years of experience in the finance industry. Melissa Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Feb 2013 - Current 3
J.w. Cole Advisors, Inc. Tampa, FL Feb 2013 - Current 3
Douglas W. Jones Associates Financial And Insurance Services, In Lake Forrest, CA Jan 1998 - Current 18
Accent Insurance Brokerage Lake Forest, CA May 1986 - Current 30
Transamerica Life Lake Forest, CA Apr 1983 - Current 33
Walnut Street Securities, Inc. Lakeforest, CA Apr 1991 - Feb 2013 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S65 NASAA Investment Advisors Law Examination Feb 2000
Contact Info for Melissa S. Jones
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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