# Douglas W. Jones Associates Financial & Insurance Services Inc.

Douglas W. Jones Associates Financial & Insurance Services Inc. is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 112862
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112862

## About

Douglas W. Jones Associates Financial & Insurance Services, Inc. is a state-registered investment adviser in Lake Forest, CA. The firm has 2 employees and 2 investment advisers. It is based in Lake Forest, CA.

## Sectors

- Insurance
- Financial Services

## People

- Douglas W. Jones — Principal (inferred from firm name)

## Questions

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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