JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

RIASEC RegisteredEst. 2020

Total AUM

$227M

Discretionary

$227M

100% of AUM

Avg account

$166K

Accounts

1,368

Employees

Advisory reps

Firm details

Headquarters: JACKSONVILLE, Oregon
CRD number: 152930
Registered since: December 7, 2020
Website: www.jones-associates.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals61.74%
HNWI38.26%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Jones & Associates Premier Financial Solutions is an independent registered investment adviser organized as a limited liability company and SEC‑registered in 2020. Ownership is held by an individual and the firm positions itself as a capital allocator for individual and family clients. Its advisory offering centers on financial planning and discretionary portfolio management for individuals and small businesses, alongside pension consulting and the selection of third‑party advisers when needed. Fee arrangements are flexible: the firm uses percentage‑of‑AUM billing as well as hourly and fixed fees and other billing methods. It does not identify as an active ESG investor and reports it is not a multi‑state adviser. The firm also lists an affiliation with an insurance company in its industry relationships.