Melissa Jones
Melissa Jones is a registered investment advisor at J. W. Cole Advisors, INC., based in Lake Forest, CA, with 40 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
26477 Rancho Parkway South, Lake Forest, CA, 92630
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melissa is an independent insurance agent with Accent Insurance Brokerage since 1986, selling various insurance products, and an investment advisor with Douglas W. Jones Associates since 1998. She also has several other business activities, including writing books, creating websites, selling aromatherapy oils, owning rental property, and working as a notary public.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Douglas W. Jones Associates Financial & Insurance Services, INC.
Previous Registrations
Walnut Street Securities, INC.
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
Unified Security Assets, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
Southwestern Management & Research CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.