JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC of JACKSONVILLE, OR is an SEC-registered investment adviser (CRD 152930). Regulatory assets under management: $227.4M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (5)

NameRoleLocation
Kelly JonesCFONorwalk, CA
Nicholas Ehren JonesPRINCIPAL/CCO
JONES DAVID HERSTLEMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
Jones KellyCFO; MEMBER/CFO
JONES NICHOLAS EHRENPRINCIPAL/CCO; VICE PRESIDENT

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