Jones & Associates Premier Financial Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jones & Associates Premier Financial Solutions serves individual and high‑net‑worth clients, offering discretionary asset management, financial planning, and ERISA 3(21) retirement‑plan advisory services. The firm also facilitates allocations to alternative investments and has historically placed certain legacy clients with third‑party money managers.
The firm documents client objectives in an investment policy and largely implements strategies through model‑based management and co‑advisor relationships, delegating portfolio construction and execution to a third‑party portfolio manager while retaining discretionary authority to select and monitor models. Clients with alternative investments or plan assets are reviewed at least annually, and the firm uses a mix of fundamental and technical analysis to inform recommendations.
Jones & Associates manages approximately $227 million for about 521 clients with two advisors, producing a relatively high client‑to‑advisor ratio that aligns with its use of third‑party managers and shared management arrangements. The firm is affiliated with an insurance practice and has representatives registered with a broker‑dealer; those affiliations, including commission and incentive relationships and a material allocation of advisor time to insurance activities, are disclosed and handled through the firm’s fiduciary and compliance procedures.
Client services
Expertise
Fee options
Financial planning services offered for negotiable fixed fees with maximum of $2,500 based on complexity
$0+: Up to 1.00% annual fee on assets managed (flat rate per portfolio) with negotiable fees $0+: Co-advisor fees with Gradient Investments: total annual fees range from 1.00% to 1.65% depending on portfolio type (all assets charged same flat percentage) with JA portion negotiable, examples include 1.65%, 1.50%, 1.00% annual fees
Investment Advisor Representatives are registered representatives of Gradient Securities, LLC and receive commissions from sales of securities.
$300 per hour for financial planning services
Fee-only: Fixed fees for financial planning services up to $2,500 (negotiable); Hourly fees $300/hour
Main office
260 N 3rd Street
Jacksonville OR 97530
Advisors at this office
2
Most active in
Arizona · California · Idaho · Oregon · Texas · Washington
Also doing business as
Jones & Associates Premier Financial Solutions · Jones & Associates Premier Financial Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Quick links
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)