Unclaimed Profile

David Herstle Jones

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC·MEDFORD, Oregon

Series 63, Series 65Clean record16 years registeredJONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC

2436 W. MAIN STREET, MEDFORD, OR 97501CRD# 5762088Firm CRD# 152930

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Herstle Jones · MEDFORD, OR

Registration

CRD #5762088 · JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

Apr 2010 – Jul 2022

MEDFORD, OR

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · April 9, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC

CRD 152930 · SEC 801-119927

AUM

$164M

Regulatory assets under management

Employees

1,395 client accounts

Services offered by JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does David Herstle Jones offer?

David Herstle Jones specializes in Financial Planning, Investment Management.

What are David Herstle Jones's credentials?

David Herstle Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Herstle Jones located?

David Herstle Jones is based in MEDFORD, Oregon, last registered with JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC.

How does David Herstle Jones charge for services?

David Herstle Jones's firm is compensated through percentage of aum, hourly charges, subscription fees, other: co-advisor & referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC?

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC has approximately 4 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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