Jones & Associates Premier Financial Solutions provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Jones & Associates Premier Financial Solutions reports 521 clients. They include 469 individual clients and 52 high-net-worth individuals. Of its assets, 100.0% ($227M across 1,368 accounts) are managed with discretion. It advised 519 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 62% |
| High-net-worth individuals | 10% | 38% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 469 | $140M | 61.7% | $299K |
| High-net-worth individuals | 52 | $87M | 38.3% | $1.67M |
| Total | 521 | $227M | 100% | $437K |
- Clients
- 469
- Regulatory AUM
- $140M
- AUM share
- 61.7%
- Avg. per client
- $299K
- Clients
- 52
- Regulatory AUM
- $87M
- AUM share
- 38.3%
- Avg. per client
- $1.67M
Total
- Clients
- 521
- Regulatory AUM
- $227M
- AUM share
- 100%
- Avg. per client
- $437K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 519
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Jones & Associates Premier Financial Solutions charges up to 1.00% a year for its Asset Management. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA Plan Services
- Annual fees for ERISA plan services are based on included plan assets, will not exceed 1%, and are negotiable.
- Financial Planning and Consulting
- Financial planning is offered at a negotiable fixed fee of up to $2,500 or an hourly fee of $300; 50% is billed in advance.
Nicholas Jones owns 75% or more of Jones & Associates Premier Financial Solutions. It has 3 employees, 2 of them in advisory roles.
Leadership
- Kelly JonesCFO
Nicholas JonesPrincipal/CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Jones & Associates Premier Financial Solutions, LLC
Nicholas Jones
Control person · since January 2021
Jones & Associates Premier Financial Solutions’ regulatory assets grew 1.7× from $134M (April 2021) to $227M (April 2026); clients rose from 416 to 521 and employees fell from 5 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $227M | 521 | 3 | 1 |
| March 2025 | $197M | 536 | 3 | 2 |
| January 2024 | $164M | 499 | 4 | 1 |
| August 2023 | $152M | 727 | 4 | 1 |
| July 2022 | $156M | 439 | 3 | 1 |
| April 2021 | $134M | 416 | 5 | 1 |
Besides its headquarters, Jones & Associates Premier Financial Solutions has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 260 N 3rd Street, JacksonvilleHQ
Contact and registration details
- Legal name
- Jones & Associates Premier Financial Solutions, LLC
- Headquarters
- 260 N 3rd Street, Jacksonville, OR 97530
- Website
- jones-associates.net
- Phone
- 541-500-4321
- SEC file
- 801-119927
- Structure
- Oregon LLC
- Fiscal year end
- December
Jones & Associates Premier Financial Solutions uses Charles Schwab ($227M) as custodian for its separately managed accounts. Jones & Associates Premier Financial Solutions does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $227M100%
At year end, Jones & Associates Premier Financial Solutions’ separately managed accounts were largely in funds (33%) and stocks (28%).
What the accounts hold
- Stocks28%
- Exchange-traded equities27%
- Non-exchange-traded equities1%
- Funds33%
- Bonds1%
- Cash7%
- Other31%
- Buffered index portfolios31%
How many clients does Jones & Associates Premier Financial Solutions have?
Jones & Associates Premier Financial Solutions has 521 clients and manages $227 million for them, as of April 2026. They include 469 individual clients and 52 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 April 2026
What services does Jones & Associates Premier Financial Solutions offer?
Jones & Associates Premier Financial Solutions provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Jones & Associates Premier Financial Solutions charge?
Jones & Associates Premier Financial Solutions charges up to 1.00% a year for its Asset Management. The fee is billed in arrears and is negotiable.
Source: ADV2A&2B, filed 27 April 2026
Which custodians does Jones & Associates Premier Financial Solutions use?
Jones & Associates Premier Financial Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $227M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 April 2026
How many financial advisors does Jones & Associates Premier Financial Solutions have?
Jones & Associates Premier Financial Solutions has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jones & Associates Premier Financial Solutions invest in?
At the end of its last fiscal year, Jones & Associates Premier Financial Solutions’ separately managed accounts held 33% registered funds (mutual funds, ETFs, BDCs), 31% other, 27% exchange-traded equities, 7% cash and equivalents, 1% non-exchange-traded equities and 1% U.S. government and agency bonds. The 31% other category is described as: Buffered Index Portfolios.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jones & Associates Premier Financial Solutions?
Jones & Associates Premier Financial Solutions’ direct owner is Nicholas Jones (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 April 2026
How does Jones & Associates Premier Financial Solutions get paid?
Jones & Associates Premier Financial Solutions is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Jones & Associates Premier Financial Solutions registered with the SEC?
Yes, Jones & Associates Premier Financial Solutions has been registered with the SEC as an investment adviser since 7 December 2020. Its CRD number is 152930 and its SEC file number is 801-119927.
Source: Form ADV Part 1A, Item 1, filed 27 April 2026; IAPD firm record
How do I contact Jones & Associates Premier Financial Solutions?
Jones & Associates Premier Financial Solutions’ main office is at 260 N 3rd Street, Jacksonville, OR 97530. Its phone number is 541-500-4321. Its website is jones-associates.net.