Nicholas Jones has been Principal/CCO of Jones & Associates Premier Financial Solutions since January 2021, is a control person of the firm and directly owns 75% or more of it. Nicholas Jones studied California State University at Chico. Nicholas Jones is a graduate of coursework, The American College.
Jones & Associates Premier Financial Solutions, LLC is a Jacksonville, OR firm with $227M under management, 521 clients and 2 advisers in one office, as of its April 2026 filing.
Nick Jones is Principal of Jones & Associates Premier Financial Solutions. He has a 20-year career in financial services.
Nicholas Jones’ longest registration is the current one, 6 years at Jones & Associates Premier Financial Solutions since 2020. Before joining Jones & Associates Premier Financial Solutions in 2020, Nicholas Jones was registered through Morgan Stanley.
- – present · 6 yearsJacksonville, OR · Adviser representative · Firm CRD 152930
- Morgan Stanley– · 1 yearFolsom, CA · Adviser representative · Firm CRD 7556
Professional designations
Listed by Jones & Associates Premier Financial Solutions
- CFP®
- CLU®
Investment adviser representative registrations
Nicholas Jones is registered as an investment adviser representative in 2 states. The first approvals date from September 2020; the most recent is Texas, in September 2022.
- OregonSince 22 September 2020
- TexasSince 28 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 51 | Municipal Fund Securities Principal Examination | 2 August 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 26 January 2007 |
| Series 31 | Futures Managed Funds Examination | 30 July 2004 |
| Series 66 | Uniform Combined State Law Examination | 7 May 2004 |
| Series 7 | General Securities Representative Examination | 23 April 2004 |
- Name
- Municipal Fund Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nicholas Ehren Jones
- CRD
- 4767525
- Firm
- Jones & Associates Premier Financial Solutions · CRD 152930
- Role
- Principal/CCO
- Office
- 260 N 3RD STREET, Jacksonville, OR 97530
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- jones-associates.net
Where does Nicholas Jones work?
Nicholas Jones has been Principal/CCO of Jones & Associates Premier Financial Solutions, LLC since January 2021, and is a control person of the firm.
Is Nicholas Jones a financial advisor?
Yes. Nicholas Jones has a current investment-adviser registration in Oregon and Texas, through Jones & Associates Premier Financial Solutions since September 2020.
How many years of experience does Nicholas Jones have?
Nicholas Jones has 22 years in the financial industry, since July 2004, across 2 adviser firms.
What exams has Nicholas Jones passed?
Nicholas Jones has passed 5 licensing exams: the Series 7, Series 66, Series 31, Series 24 and Series 51. The earliest, the Series 7, was passed in April 2004. FINRA credited Nicholas Jones with the SIE, which began in October 2018.
Where did Nicholas Jones work before Jones & Associates Premier Financial Solutions?
Before Jones & Associates Premier Financial Solutions, Nicholas Jones was registered through Morgan Stanley, June 2004 to December 2005.
Where is Nicholas Jones based?
Nicholas Jones’ registered office is in Jacksonville, OR.
Is Nicholas Jones registered with FINRA?
Yes. Nicholas Jones has a current broker registration, under CRD 4767525.
Source: FINRA BrokerCheck
Is Nicholas Jones a CFP?
Jones & Associates Premier Financial Solutions lists Nicholas Jones with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Nick Jones, CFP®, CLU® biography, jones-associates.net
How can I verify Nicholas Jones’ record?
Search CRD 4767525 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Nicholas Jones’ full registration record.