Jones & Associates Premier Financial Solutions

Overview

Jones & Associates Premier Financial Solutions is an SEC registered investment adviser based in Jacksonville, OR, registered since 2010. It reports $227M in assets under management across 1,368 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$227M

Discretionary

100%

Accounts

1,368

Average account

$166K

Employees

3

Advisory reps

2

Registered since

2010

Jurisdictions

6

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Nicholas Ehren Jones Principal, Chief Compliance Officer CRD 4767525
• Kelly Jones Chief Financial Officer CRD 7051031

Advisory reps 2 of 2

• Nicholas Ehren Jones Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4767525
• Steven John Yungen Insurance Agent · Investment Adviser Rep CRD 5813319

Location

Headquarters

260 N 3rd St
Jacksonville, OR 97530

County

Jackson

Metro area

Medford, OR

Region

West

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: jonescares.org

Every state, with registration dates

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