Dana Jones is not listed as a control person, but directly owns under 5% of WebsterRogers Financial Advisors.
WebsterRogers Financial Advisors is an investment adviser based in Florence, SC, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $461 million, as filed on 6 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5842577
- Firm
- WebsterRogers Financial Advisors · CRD 121006
- Role
- CCO/COO
- In role since
- August 2017 · 9 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Florence, SC
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Dana Jones work?
Dana Jones has been CCO/COO of Websterrogers Financial Advisors, LLC since August 2017.
How can I verify Dana Jones’ record?
Dana Jones’ role is listed on Websterrogers Financial Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 121006.
