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

> Douglas W. Jones Associates Financial & Insurance Services, Inc. is a state-registered investment advisory firm in Lake Forest, CA, registered since 1992, with no regulatory assets under management reported in its Form ADV filing dated February 9, 2026.

- CRD: 112862
- Filed as: DOUGLAS W. JONES ASSOCIATES FINANCIAL & INSURANCE SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Forest, CA
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112862
- AdvisorCensus page: https://advisorcensus.com/firm/douglas-w-jones-associates-financial-and-insurance-services-inc-lake-forest-ca-112862

## Quick answers

**How is Douglas W. Jones Associates Financial & Insurance Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Douglas W. Jones Associates Financial & Insurance Services, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Douglas W. Jones Associates Financial & Insurance Services, Inc. located?**
Douglas W. Jones Associates Financial & Insurance Services, Inc.'s principal office is in Lake Forest, CA, according to its Form ADV.

**Is Douglas W. Jones Associates Financial & Insurance Services, Inc. registered with the SEC or a state?**
Douglas W. Jones Associates Financial & Insurance Services, Inc. is a state-registered investment advisory firm, registered since 1992. Status as filed: APPROVED. CRD 112862.

**Does Douglas W. Jones Associates Financial & Insurance Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/112862

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 1992 (34 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jonesfinancial.com](https://jonesfinancial.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Douglas W. Jones Associates Financial & Insurance Services, Inc. (CRD 112862): Form ADV filing data as of October 2026.