Jones & Associates Premier Financial Solutions
Jones & Associates Premier Financial Solutions is an SEC-registered mass-market adviser in Jacksonville, OR with $227.4M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Jones & Associates Premier Financial Solutions: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152930, SEC 801-119927, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $227.4M (2026-04-27)
- Firm type
- Mass-Market Adviser
- Location
- Jacksonville, OR
- Employees
- 3
- Clients
- 521
- CRD
- 152930
- Ownership
- Jones, Kelly; JONES, NICHOLAS, EHREN; Jones, Nicholas, Ehren; JONES, DAVID, HERSTLE
How much AUM does Jones & Associates Premier Financial Solutions have?
Jones & Associates Premier Financial Solutions reported $227.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Jones & Associates Premier Financial Solutions?
Disclosed owners and executives of Jones & Associates Premier Financial Solutions include Jones, Kelly, JONES, NICHOLAS, EHREN, Jones, Nicholas, Ehren, JONES, DAVID, HERSTLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.