| Name | Title | Ownership | Since |
|---|---|---|---|
| Kelly Jones | Cfo | Under 5% | 2018 |
| Nicholas Ehren Jones Control | Principal/Cco | Over 75% | 2021 |
Jones & Associates Premier Financial Solutions, LLC reports $196.6 million in regulatory assets under management on its Form ADV.
Jones & Associates Premier Financial Solutions, LLC reports 3 employees.
Jones & Associates Premier Financial Solutions, LLC is based in Medford, OR and has been SEC-registered since 2020.
Jones & Associates Premier Financial Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2436 W. Main Street, Medford, OR 97501 |
| Phone | 541-500-4321 |
| Office hours | 9:a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $195.6M |
| Non-discretionary | $917K |
| Total (RAUM) | $196.6M |