Douglas Jones, CLU, ChFC in

Douglas Jones, CLU, ChFC

Critic · DISC type C
Branch Manager at J.W. Cole Financial, Inc.
📍 Lake Forest, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
50 Years
Current Role
Branch Manager
Job Level
Middle
Location
Lake Forest, California, United States
Personality Overview

How Douglas shows up

Information Seeker
Negotiator
Objective Thinker

It is very likely that they will negotiate pricing or other important terms. They enjoy working alone and do not rely on others very often. Unless the value is proven by data, they are unlikely to value fancy features.

Priorities

Topics Douglas cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2013
Branch Manager
J.W. Cole Financial, Inc.
10-1985 - 2-2013
Branch Manager
Walnut Street Securities, Inc.
12-1983
Chief Executive Officer
Jones Associates Financial and Insurance Services
1980 - 1995
General Agent
General American
2-1966 - 6-1970
Captain
U.S. Army
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1978 - 1983
Professional designation: Chartered Financial Consultant
The American College of Financial Services
1975 - 1978
Professional designation: Chartered Life Underwriter
The American College of Financial Services
1971 - 1973
Bachelor of Arts
California State University, Fullerton
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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