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

Overview

Douglas W. Jones Associates Financial & Insurance Services, Inc. operates primarily as an insurance broker that also offers fee-based financial planning. The firm uses hourly and fixed-fee billing for advisory work rather than operating as a discretionary asset manager or capital allocator. Its activity profile centers on distributing insurance and annuity products and delivering planning services to individuals rather than managing pooled advisory portfolios. The firm is not positioned as an ESG-focused manager and does not appear to operate as a multi-state registered adviser. Its corporate structure and owner type indicate a domestic, individual-owned entity that provides traditional insurance brokerage services alongside non-discretionary planning engagement.

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