Unclaimed Profile

Kelly Jones

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

Clean recordJONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC

2436 W. MAIN STREET, MEDFORD, OR 97501CRD# 7051031Firm CRD# 152930

Profile Verification

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

Identity

Kelly Jones · MEDFORD, OR

Registration

CRD #7051031 · JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

AUM

$164M

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: CO-ADVISOR & REFERRAL FEES

Regulatory

SEC/IARD CRD# 7051031

Firm CRD# 152930

View on FINRA BrokerCheck →

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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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