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Cco/coo · Websterrogers Financial Advisors, LLC

Dana M. Jones

CRD 5842577 · Named on Form ADV at one SEC-registered adviser

At a glance

Websterrogers Financial Advisors, LLC, an SEC-registered wealth manager based in Florence, SC with $461 million in regulatory assets, lists Dana M. Jones on its Form ADV as Cco/coo.

Firms and roles

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Dana’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

7 more people named with Dana on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.