Douglas Jones, financial advisor Midlothian VA
93 score

Douglas Jones

CRD Number: 5401512
Current Firm: Colonial River Investments, LLC

Douglas Jones (CRD# 5401512) is an Investment Advisor Representative working at Colonial River Investments, LLC in Midlothian, VA and has over 10 years of experience in the finance industry.

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Financial Freedom Planners
Company Name Location Dates Years
Colonial River Investments, LLC Forest, VA Nov 2017 - Current < 1
Lpl Financial LLC Forest, VA Nov 2017 - Current < 1
Massmutual Life Insurance Company Virginia Beach, VA Jan 2011 - Nov 2017 6
Mml Investors Services Virginia Beach, VA Apr 2010 - Nov 2017 7
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Douglas E. Jones
Phone Number: (804) 335-1200
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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