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Financial Planning Agreement
Map & Directions To our Offices
Jones Associates Financial and Insurance Services ADV
JW Cole Advisors, Inc. ADV 2022
JW Cole Advisors Form CRS (Customer Relationship Summary)
JW Cole Financial Form CRS (Customer Relationship Summary)
Considering a Rollover
Registered Representatives of J.W. Cole Financial, Inc., whose identities and associations with Douglas W. Jones Associates Financial and Insurance Services, Inc./Jones Associates Financial and Insurance Services are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.
Douglas Jones and Melissa Shaw are Registered Representatives of, and offer securities through, J.W. Cole Financial, Inc. (JWC), member FINRA/SIPC, Investment advisory services and financial planning services are offered through Douglas W. Jones Associates Financial & Insurance Services, Inc./Jones Associates Financial and Insurance Services, a California Registered Investment Advisor. Jones Associates is not an affiliate of JWC.
CA Insurance License #s: 0465580 (Douglas W. Jones), 0662618 (Douglas W. Jones Associates Financial & Insurance Services, Inc.), 0604786 (Melissa Shaw)
Years of experience have prepared us to guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth.