Jones & Associates Premier Financial Solutions, LLC
● SEC registered since 2020CRD 152930SEC# 801-119927Jacksonville, OR
Reg. AUM
$227.4M
Employees
3
Accounts
1,368
Location
Jacksonville, OR
Jones & Associates Premier Financial Solutions, LLC assets under management
Jones & Associates Premier Financial Solutions, LLC operates as an SEC-registered investment adviser based in Jacksonville, OR. The firm has been registered since 2020. It reports $227.4 million in regulatory assets under management and employs 3 people.
Jones & Associates Premier Financial Solutions, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kelly Jones | Cfo | Under 5% | 2018 |
| Nicholas Ehren Jones Control | Principal/Cco | Over 75% | 2021 |
Frequently asked questions
How much does Jones & Associates Premier Financial Solutions, LLC manage?
Jones & Associates Premier Financial Solutions, LLC reports $227.4 million in regulatory assets under management on its Form ADV.
How many employees does Jones & Associates Premier Financial Solutions, LLC have?
Jones & Associates Premier Financial Solutions, LLC reports 3 employees.
Where is Jones & Associates Premier Financial Solutions, LLC located?
Jones & Associates Premier Financial Solutions, LLC is based in Jacksonville, OR and has been SEC-registered since 2020.
Does Jones & Associates Premier Financial Solutions, LLC disclose fund performance?
Jones & Associates Premier Financial Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 260 N 3rd Street, Jacksonville, OR 97530 |
| Phone | 541-500-4321 |
| Office hours | 9:a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$227.4M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$227.4Mregulatory AUM
Discretionary $227.4M