Douglas Edward Jones

Employer firm

Wood Creek Capital Advisors, LLC CRD 309461

$55.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• VARIABLE ANNUITY AND LIFE MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2017
  Massmutual Life Insurance Company
  Virginia Beach, VA
• 04/2011 → 11/2017
  Mml Investors Services, Llc
  Virginia Beach, VA
• 11/2017 → 07/2020
  Lpl Financial Llc
  Forest, VA
• 11/2017 → 07/2020
  Colonial River Investments, Llc
  Forest, VA
• 07/2020 → Present
  Wood Creek Capital Advisors, Llc
  Lynchburg, VA
• 11/2017 → 07/2020
  Douglas Jones Sole-Proprietor
  Lynchburg, VA

Previous Registrations

• 2017-11-17 → 2020-07-20
  Colonial River Wealth Management Llc
  Midlothian, VA
• 2011-04-28 → 2017-11-21
  Mml Investors Services, Llc
  Lynchburg, VA
  Lynchburg, VA
  Forest, VA
• 2010-05-04 → 2011-03-30
  Interactive Financial Advisors
  Lynchburg, VA
• 2007-10-26 → 2010-05-04
  Mml Investors Services, Llc
  Forest, VA

Exams

• S66 Uniform Combined State Law Examination
  2007-09-25

Other Names

• Doug E. Jones