Overview
Assets Under Management: $197 million
Headquarters: JACKSONVILLE, OR
High-Net-Worth Clients: 41
Average Client Assets: $2 million
Frequently Asked Questions
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152930), JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC is subject to fiduciary duty under federal law.
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC is headquartered in JACKSONVILLE, OR.
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC serves 41 high-net-worth clients according to their SEC filing dated March 11, 2025. View client details ↓
According to their SEC Form ADV, JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC manages $197 million in client assets according to their SEC filing dated March 11, 2025.
According to their SEC Form ADV, JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.57
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,355
Discretionary Accounts: 1,317
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 152930
Filing ID: 1951122
Last Filing Date: 2025-03-11 14:43:00
Website: https://jones-associates.net