Jones & Associates Premier Financial Solutions

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Client assets under management

$221,800,000

Clients

519

10% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

260

Very High

Average account size

$427,360

About

Jones & Associates Premier Financial Solutions provides discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory to individual and high‑net‑worth clients. The firm manages roughly $222 million for about 519 clients and also offers client‑directed accounts, co‑advisor relationships with third‑party managers, and access to alternative investments.

Investment programs are developed to reflect each client’s goals, time horizon and risk tolerance and typically employ fundamental, technical and cyclical analysis; managed accounts are generally handled on a discretionary basis and documented with an investment policy statement. To deliver ongoing oversight and scalability, the firm uses third‑party portfolio managers and model portfolios, conducts periodic monitoring, and holds at least annual reviews for clients invested in alternative investments.

The firm is distinctive among peers for its high client‑to‑advisor ratio (more than 200 clients per advisor) and for its affiliation with an insurance business; the managing member devotes about a quarter of their time to the affiliated insurance practice and is also a registered representative of a broker‑dealer. The firm shares fees with third‑party managers, accepts certain referral and marketing‑support payments related to alternative investments, and discloses these arrangements and potential conflicts in its Form ADV.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed financial planning fees up to $2,500 (negotiable)

Percentage

$0+: Up to 1.00% annually (negotiable) for direct asset management $0+: 1.50% annually total for Strategic, Tactical, Allocation & Defined Outcome, and Private Wealth Portfolios (GI 0.50% + JA 1.00%) $0+: 1.00% annually total for Preservation Portfolios (GI 0.40% + JA 0.60%)

Commissions

Investment Advisor Representatives receive commissions as registered representatives of Gradient Securities, LLC broker-dealer

Project-based

$300 per hour (financial planning and consulting, negotiable)

Other

Fee-only: Financial planning fixed fees up to $2,500; hourly fees at $300/hour (negotiable)

Main office location

Jones & Associates Premier Financial Solutions

260 N 3 Rd Street

Jacksonville OR 97530, United States

Number of offices

Most active in

Arizona · California · Idaho · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook YouTube Website 541-500-4321

Advisors at this firm

Nicholas J

CFP®, Series 66

Jacksonville, OR

Jones & Associates Premier Financial Solutions

Nicholas Jones is a CFP® with 21 years of industry experience, currently serving at Jones & Associates Premier Financial Solutions in Jacksonville, OR. He has held roles at multiple affiliated entities, including Gradient Securities, LLC and Principal Funds Distributor, Inc. Outside of advisory work, he is involved in an oil and gas investment holding company. Jones & Associates Premier Financial Solutions serves individual and high-net-worth clients as well as qualified retirement plans, offering discretionary asset management, financial planning, and ERISA 3(21) fiduciary services. The firm employs a disciplined investment approach incorporating fundamental, technical, and cyclical analysis, and maintains co-advisor relationships with third-party portfolio managers.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner Executive

Steven Y

Series 65

Jacksonville, OR

Jones & Associates Premier Financial Solutions

Steven Yungen is a Series 65-licensed advisor with Jones & Associates Premier Financial Solutions in Jacksonville, OR, where he has worked since 2010. He has 15 years of industry experience, including prior work with Jones & Associates Premier Insurance Solutions. Jones & Associates Premier Financial Solutions serves individual and high-net-worth clients as well as qualified retirement plans, offering discretionary asset management, financial planning, and ERISA 3(21) fiduciary services. The firm uses fundamental, technical, and cyclical analysis to guide investment decisions and also collaborates with third-party portfolio managers for certain clients.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner Executive

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