Douglas Jones
Douglas Jones is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Rochester, NY, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
572 Titus Ave, Rochester, NY, 14617
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2011Customer Dispute
April 2009Other Business Activities
Douglas has 100% ownership in Pour Olive LLC, a retail store, with his spouse since 2012, dedicating minimal time. He also has 100% ownership in Optio Wealth Management LLC since 2022, spending about a quarter of his time on this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations43 states
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