Steven Yungen has been an investment adviser representative at Jones & Associates Premier Financial Solutions since June 2010, and is not listed among the firm’s executive officers or direct owners.
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.
- – present · 16 yearsJacksonville, OR · Adviser representative · Firm CRD 152930
Investment adviser representative registrations
Steven Yungen is registered as an investment adviser representative in Oregon, since June 2010.
- OregonSince 28 June 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 June 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Steven John Yungen
- CRD
- 5813319
- Firm
- Jones & Associates Premier Financial Solutions · CRD 152930
- Office
- 260 N 3RD STREET, Jacksonville, OR 97530
- Registration
- Investment adviser registration
- In the industry since
- June 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Steven Yungen work?
Steven Yungen is an investment adviser representative registered through Jones & Associates Premier Financial Solutions, LLC since June 2010, and is not listed among the firm’s executive officers or direct owners.
Is Steven Yungen a financial advisor?
Yes. Steven Yungen has a current investment-adviser registration in Oregon, through Jones & Associates Premier Financial Solutions since June 2010.
How many years of experience does Steven Yungen have?
Steven Yungen has 16 years in the financial industry, since June 2010, across 1 adviser firm.
What exams has Steven Yungen passed?
Steven Yungen passed the Series 65 in June 2010.
Where is Steven Yungen based?
Steven Yungen’s registered office is in Jacksonville, OR.
Is Steven Yungen registered with FINRA?
No. Steven Yungen has no current broker registration.
How can I verify Steven Yungen’s record?
Search CRD 5813319 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Yungen’s full registration record.
