Douglas Hendricks Jones
Investment adviser representative at Collaborative Wealth
10 yearsExperience
1 stateRegistered in
$653.3MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Collaborative WealthOct 2025 to now
- Collaborative Wealth Management, Inc.Jul 2025 to now
- UnemployedMay 2025 to Jul 2025
- Bankers Life Advisory Services, IncOct 2024 to May 2025
- Bankers Life Securities, Inc.Jul 2024 to May 2025
- Bankers Life and Casualty, Inc.Jan 2024 to May 2025
- UnemployedDec 2020 to Jan 2024
- Walgreens PharmacyMar 2019 to Dec 2019
- Santa Fe CollegeAug 2018 to Dec 2020
- Gainesville High SchoolJun 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Collaborative Wealth
Legal name: Collaborative Wealth Management, Inc.
$653.3MAssets managed
937Clients
14Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7955618
- Firm CRD
- 142106