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Kelly Jones

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC·MEDFORD, Oregon
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2436 W. MAIN STREET, MEDFORD, OR 97501CRD# 7051031Firm CRD# 152930
01

About

Kelly Jones is a registered financial advisor based in MEDFORD, Oregon, affiliated with JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
AUM
$164M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CO-ADVISOR & REFERRAL FEES
Regulatory
SEC/IARD CRD# 7051031
Firm CRD# 152930
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Jones offer?
Kelly Jones specializes in Financial Planning, Investment Management. Contact their office in MEDFORD, Oregon for a consultation.
What are Kelly Jones's credentials?
Kelly Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Jones located?
Kelly Jones is based in MEDFORD, Oregon, working with JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.
How does Kelly Jones charge for services?
Kelly 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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Other advisors in MEDFORD
Dennis Ray Lamson — GRAIL INVESTMENTS, L.L.C.Donald Lyman Watson — SKYOAK WEALTH MANAGEMENT, INC.Kathleen Marie Philby — SKYOAK WEALTH MANAGEMENT, INC.Gregory Alan Koenig — MYLAUNCH, LLCRoyal Ray Standley — OREGON PACIFIC FINANCIAL ADVISORS INC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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