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Douglas W. Jones Associates Financial & Insurance Services Inc.
Douglas W. Jones Associates Financial & Insurance Services, Inc. is an SEC-registered investment adviser in Lake Forest, CA. The firm has 2 employees and 2...
Douglas W. Jones Associates Financial & Insurance Services Inc.
Douglas W. Jones Associates Financial & Insurance Services, Inc. is an SEC-registered investment adviser in Lake Forest, CA. The firm has 2 employees and 2 investment advisers. It is based in Lake Forest, CA.
General information
Firm type
other
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Principals
Douglas W. Jones
Principal (inferred from firm name)
Sector focus
Frequently asked questions
What services does Douglas W. Jones Associates provide?
The firm's name indicates it offers financial and insurance services, which likely include insurance brokerage, financial planning, and related advisory. Exact service lines are not detailed in public records.
Who is the principal of the firm?
Douglas W. Jones is the named principal, based on the firm's legal name. No additional biographical details are publicly available.
Is the firm a family office?
The firm is registered as a financial and insurance services company, not a family office. It does not appear to manage capital for a wealthy family or operate investment funds.
What is the firm's AUM?
AUM is not disclosed. The firm is not a registered investment adviser that reports assets, so no estimate is available.
Where is the firm headquartered?
The exact city and state are not available from public records. The firm operates within the United States.
Does the firm have a website or LinkedIn page?
No active website or LinkedIn profile could be found in public records for this firm name.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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