JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC Legal Name
Adviser information for JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS last updated from Form ADV on January 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oregon, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,269 | $160.6M |
| Non-Discretionary | 126 | $3.8M |
| Total | 1,395 | $164.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 470 | $120.4M |
| HNW Individuals | 29 | $44.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesCO-ADVISOR & REFERRAL FEES |
Identifiers
| SEC RIA File Number | 801-119927 |
|---|---|
| SEC ERA File Number | 801-119927 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 152930 |
| Legal Entity Identifier | None |
Principal Office
2436 W. MAIN STREETMEDFORD
OR
United States
Monday - Friday, 9:AM-5:00PM
Tel: 541-500-4321, Fax: None
Websites
www.jonescares.org
www.jonesfinancialtalk.com
jones-associates.net/jones-medicare-solutions/
www.jones-associates.net
www.socialsecurityatjones.com
www.mycolorofmoneyatjones.com
www.twitter.com/jones_associate
www.joneseducates.com/
www.jonesempowerswomen.com/
thenewworldofretirementworkshop.com
thenewworldofretirement.com (ple
www.jonesfinancialblog.com
www.youtube.com/@jonesfinancialtalk
www.facebook.com/jonesandassociatespremierfinancialsolutions
Chief Compliance Officer
NICHOLAS JONES
MANAGING MEMBER
2436 W. MAIN ST.
MEDFORD
OR
United States
Tel:
541-500-4321
N****@*******************T
(Full email address available in API data)
Regulatory Contact
KELLY JONES
CFO
2436 W. MAIN ST.
MEDFORD
OR
United States
Tel:
541-500-4321
K*****@*******************T
(Full email address available in API data)
Industry Affiliates
| JONES & ASSOCIATES INSURANCE SOLUTIONS LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Jones, Kelly | Individual | – | CFO | 11/2018 | < 5% |
| Jones, Nicholas, Ehren | Individual | – | PRINCIPAL/CCO | 01/2021 | > 75% |