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DOUGLAS W. JONES ASSOCIATES FINANCIAL & INSURANCE SERVICES, INC.

CRD 112862

Visit website

26477 RANCHO PARKWAY SOUTH, LAKE FOREST, CA, 92630, United States

Phone

949-699-1660

Fax

949-699-1069

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

2 total employees; 2 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-09

Disciplinary history

No

Services

Financial planning

All web addresses on file

Official SEC filing: View on IAPD