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JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC
CRD 152930 · SEC 801-119927
260 N 3RD STREET, JACKSONVILLE, OR, 97530, United States
Phone
541-500-4321
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$227.4M
Discretionary AUM
$227.4M
Team
3 total employees; 2 advisory reps; 519 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; CO-ADVISOR & REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 469 | $140.4M |
| High net worth individuals | 52 | $87.0M |
States served
AZ, CA, ID, OR, WA, TX
All web addresses on file
- HTTP://WWW.TWITTER.COM/JONES_ASSOCIATE
- HTTP://JONES-ASSOCIATES.NET/JONES-MEDICARE-SOLUTIONS/
- HTTP://WWW.JONESEDUCATES.COM/
- HTTP://WWW.JONESEMPOWERSWOMEN.COM/
- HTTP://THENEWWORLDOFRETIREMENTWORKSHOP.COM
- HTTP://THENEWWORLDOFRETIREMENT.COM (PLE
- HTTP://WWW.JONESFINANCIALBLOG.COM
- https://www.facebook.com/jonesandassociatespremierfinancialsolutions
- https://www.youtube.com/@JonesFinancialTalk
- HTTP://WWW.JONESFINANCIALTALK.COM
- HTTP://WWW.JONESCARES.ORG
- HTTP://WWW.JONES-ASSOCIATES.NET
- HTTP://WWW.MYCOLOROFMONEYATJONES.COM
- HTTP://WWW.SOCIALSECURITYATJONES.COM
Official SEC filing: View on IAPD