Kelly Jones is not listed as a control person, but directly owns under 5% of Jones & Associates Premier Financial Solutions.
Jones & Associates Premier Financial Solutions is an investment adviser based in Jacksonville, OR, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $227 million, as filed on 27 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7051031
- Firm
- Jones & Associates Premier Financial Solutions · CRD 152930
- Role
- CFO
- In role since
- November 2018 · 7 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Jacksonville, OR
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kelly Jones work?
Kelly Jones has been CFO of Jones & Associates Premier Financial Solutions, LLC since November 2018.
How can I verify Kelly Jones’ record?
Kelly Jones’ role is listed on Jones & Associates Premier Financial Solutions, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 152930.
