Adviser and broker representative · J. W. Cole Advisors, Inc.
Melissa S. Jones
CRD 1390408 · Lake Forest, CA
At a glance
Melissa S. Jones is an investment adviser representative with J. W. Cole Advisors, Inc. in Lake Forest, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Melissa’s SEC record dates to 1992, about 34 years ago. Melissa is also registered as a broker representative.
Current advisory firms
- J. W. Cole Advisors, Inc.Since February 2013Lake Forest, CA · $8.2B in regulatory assets
- Douglas W. Jones Associates Financial & Insurance Services, Inc.Since February 2000Lake Forest, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1992 (34 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Melissa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.