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

Overview

Douglas W. Jones Associates Financial & Insurance Services, Inc. is structured as a corporation that combines insurance brokerage with financial planning services. The firm is identified as a domestic entity with individual ownership and is classified in the source data as unclassified rather than mapped to a common RIA segment. Its advisory activity centers on financial planning, while commercial activity is primarily insurance brokerage. Fee arrangements for advisory work are listed as hourly charges and fixed fees. The record indicates the firm is not an active ESG investor, not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm is not shown as a related adviser to other entities in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices