JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
MEDFORD, Oregon·3 registered advisors·CRD# 152930
SEC# 801-1199270541-500-4321
01

Firm Overview

AUM
$164M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CO-ADVISOR & REFERRAL FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC

3 registered advisors
David Herstle Jones
MEDFORD, Oregon
Kelly Jones
MEDFORD, Oregon
Nicholas Ehren Jones
MEDFORD, Oregon
05

Office Locations

MEDFORD, Oregon
3 advisors

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Data sourced from SEC Form ADV filings. JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC (CRD# 152930) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.