CRD: 152930
Jones & Associates Premier Financial Solutions
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- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail
- Platforms
- Oak bridge
- Established Date
- 04-09-2010
- Office Locations
- 1
Office Locations
About Jones & Associates Premier Financial Solutions
Jones & Associates Premier Financial Solutions is a Jacksonville, OR wealth management firm providing personalized investment advice and financial planning tailored to clients’ goals, risk tolerance, time horizon, and income needs. The team supports tax planning, insurance coverage, and coordination around legal strategies, with particular attention to retirement assets and 401(k) rollover decisions. Custody available via Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Nicholas Ehren Jones
Chief Compliance Officer, PRINCIPAL
- CRD
- #4767525
- Ownership
- 75% or more
Kelly Jones
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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STEVEN JOHN YUNGEN
--
- CRD
- #5813319
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $227,432,800 | $166,252 |
| Non-Discretionary | $0 | -- |
| Total | $227,432,800 | $166,252 |
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Separately Managed Accounts
Total SMA Asset: $227,432,800
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,768,327,470 | 23.2% |
| Other | $731,721,712 | 9.6% |
| Equity - Exchange | $1,067,094,163 | 14.0% |
| Cash | $1,646,373,851 | 21.6% |
| Equity - OTC | $769,832,217 | 10.1% |
| U.S. Government/Agency | $1,638,751,749 | 21.5% |
| Total | $7,622,101,162 | 100.0% |