A complete list of active advisors currently associated with Jones & Associates Premier Financial Solutions

Warmer can help you find a great advisor at Jones & Associates Premier Financial Solutions or one who fits your needs even better.

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.

To learn more about the advisors currently working at Jones & Associates Premier Financial Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.