Doug L Jones
Doug L Jones
Financial Advisor
(303) 657-7594
2921 120th Ave
Suite 100
Westminster, CO 80234
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My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will provide you confidence in attaining your financial goals.

Over the last 27 years, through workshops and personal consultations, I've helped a great number of people make sound financial decisions that have stood the test of time. I’ve done this with focus on their individual comfort level, investment timeline and goals. Working together, we can create a strategy geared towards meeting three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) the transfer assets in the most advantageous manner. Periodically we will review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs and I'll be here for you at every stage of your life.

As a trusted partner of Premier Members Credit Union I have a strong history of working with credit union members, their family and their friends.

Specifically, we can make sure you have solid answers to these important questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

ill be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a trusted partner of Premier Members Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

Professional Services

  • Financial Planning
  • Wealth Preservation
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Retirement Income Planning
  • Education Planning
  • Tax-advantaged Investment Planning
  • Wealth Management
  • Portfolio Management

Career Highlights

  • Financial Services Industry 25+ years
  • FINRA Registered
  • Life Health Annuity Licensed



Professional Services
  • Financial Planning
  • Education Funding
  • Retirement Income Planning
  • Life Insurance Planning
  • Tax-advantaged Investment Planning
  • Wealth Management
  • Retirement Planning
  • Wealth Preservation
  • Long Term Care Insurance
  • Comprehensive Financial Guidance