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Nicholas Ehren Jones

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC·MEDFORD, Oregon
SIE, Series 7, Series 24, Series 31, Series 51, Series 66CFPClean record22 years registeredJONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC
2436 W. MAIN STREET, MEDFORD, OR 97501CRD# 4767525Firm CRD# 152930

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Ehren Jones · MEDFORD, OR
Registration
CRD #4767525 · JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

MORGAN STANLEY
Jun 2004Dec 2005
FOLSOM, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 51
Series 66
Registration record
First registered · June 24, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC
CRD 152930 · SEC 801-119927
AUM
$164M
Regulatory assets under management
Employees
4
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
Introduction

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05

Frequently Asked Questions

What services does Nicholas Ehren Jones offer?
Nicholas Ehren Jones specializes in Financial Planning, Investment Management. Contact their office in MEDFORD, Oregon for a consultation.
What are Nicholas Ehren Jones's credentials?
Nicholas Ehren Jones holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Nicholas Ehren Jones located?
Nicholas Ehren 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 Nicholas Ehren Jones charge for services?
Nicholas Ehren 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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