Douglas Warren Jones

Current Employers

Employment History

• 08/1982 → Present
  Self Employed
  Lake Forest, CA
• 12/1983 → Present
  Jones Associates
  Lake Forest, CA
• 01/1988 → Present
  Douglas W. Jones Associates Financial & Insurance Services, Inc.
  Lake Forest, CA
• 02/2013 → Present
  J.W.COle Financial, Inc.
  Tampa, FL
• 02/2013 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2006-03-14 → 2013-02-21
  Walnut Street Securities, Inc.
  Lake Forest, CA
• 1993-03-22 → 2006-11-02
  Walnut Street Advisers Inc
  Irving, CA

Other Businesses

1. INDEPENDENT INSURANCE AGENT SELLING DISABILITY AND GROUP DISABILITY INCOME, DISABILITY, FIXED ANNUITIES, LIFE, ACCIDENT, HEALTH FROM BUSINESS ADDRESS FOR 5 WKDY HRS/WK SINCE 7/1973. 2. DOUGLAS W. JONES ASSOCIATES FINANCIAL & INSURANCE SERVICES DBA JONES ASSOCIATES FINANCIAL AND INSURANCE SERVICES - FEE-BASED PLANNING FROM BUSINESS ADDRESS FOR 20 WKDY HR/WK SINCE 1/1988. 3. BOARD MEMBER OF FOOTHILL BUSINESS PARK OWNER'S ASSOCIATION, AND FOOTHILL BUSINESS PARK CONDO OWNER'S ASSOCIATION. I HAVE NO CONTROL OF FUNDS. THE ASSOCIATION IS MANAGED BY AN OUTSIDE PROPERTY MANAGEMENT COMPANY. THE BOARD APPROVES/DENIES BUDGETS, PROPOSED BUILDING MODIFICATIONS, LANDSCAPING, ETC.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-16
• S63 Uniform Securities Agent State Law Examination
  1992-03-16

Designations

Other Names

• Doug Jones