Melissa Shaw Jones

Current Employers

Employment History

• 04/1983 → 12/2016
  Transamerica Life
  Lake Forest, CA
• 05/1986 → Present
  Accent Insurance Brokerage
  Lake Forest, CA
• 01/1998 → Present
  Douglas W. Jones Associates Financial And Insurance Services, In
  Lake Forrest, CA
• 02/2013 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2013 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2006-05-03 → 2013-02-21
  Walnut Street Securities, Inc.
  Laguna Hills, CA
  Lake Forest, CA
• 1992-03-22 → 2006-11-02
  Walnut Street Advisers Inc
  Laguna Hills, CA

Other Businesses

1. INDEPENDENT INSURANCE AGENT ACCENT INSURANCE BROKERAGE DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE FROM BUSINESS ADDRESS FOR 20 WKDY & 5 EVE/WKND HRS/WK SINCE 5/1986. 2. INVESTMENT ADVISOR DOUGLAS W. JONES ASSOCIATES FINANCIAL AND INSURANCE SERVICES, INC FROM BUSINESS ADDRESS FOR 10 WKDY & 4 EVE/WKND HRS/WK SINCE 1/1998. 3. WROTE A BOOK ON THE OREGON TRAIL HISTORY AND CREATED A WEB SITE TO GO WITH IT. WWW.THETALEOFTHETRAIL.ORG. 2HRS/WK & 10HRS EVENING & WKENDS SINCE 2006 4. THE FINANCIAL COUNSELOR NOTEBOOK PERSONAL FINANCIAL ORGANIZER. www.FinancialCounselorNotebook.co FOR 10 WKDY & 2 EVE/WKND HRS/WK SINCE 1/2000. 5. ACCENT INSURANCE BROKERAGE APPROVED WITH THE STATE TO TEACH FOR CONTINUING EDUCATION CREDITS FOR LICENSED INSURANCE PRODUCERS FOR 1 WKDY & 1 EVE/WKND HRS/WK SINCE 2/2000. 6. DISTRIBUTOR WITH YOUNG LIVING OUT OF UTAH AROMATHERAPY OILS FOR 1HR/WK &1HR EVENING & WKENDS SINCE 1/1996 7. WRITER AND STORY TELLER FOR 1 WKDY & 1 EVE/WKND HR/WK SINCE 1/1996. 8. OWNER RENTAL PROPERTY LAKE FOREST, CA FOR 4 WKDY & 3 EVE/WKND HRS/WK SINCE 1/2006. 9.I AM A NOTARY PUBLIC FOR USE AS NEEDED. (10) All American Mom; not investment related; start date 2/1/2021 - author; 26477 Rancho Parkway South Lake Forest, CA 92630; Maintaining a web site, writing and editing; 2 hours per month, 0 during trading. (11) Southern Trails Chapter of the Oregon California Trails Association; Not Investment Related; Oregon California Trails Association PO Box 1019, Independence, MO 64051; Trail history of the early pioneers of 1850-1890's; Board Member for the Southern Trails Chapter; 8/2025; 5 hrs/mo during trading hrs; Monthly board meetings by Zoom, an annual symposium somewhere on the trail for education.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-08-09
• S65 Uniform Investment Adviser Law Examination
  2000-02-28

Other Names

• Melissa Shaw Armstrong
• Melissa Shaw