JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

2436 W. Main Street
Medford, Oregon 97501
Tel: 541-500-4321

About JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, formally registered with the SEC as JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS. The firm was established in 12/07/2020. They have over 1 offices throughout the country.

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS is a Medford, Oregon based Financial Planning firm with nearly $196,560,708 assets under management, offering retirement planning & investment advisory services to 1355 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152930
SEC#	801-119927
Assets Managed by Firm	$196,560,708
No. of Clients	1355
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (CO-ADVISOR & REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1355	$196,560,708
Individuals (other than high net worth individuals)	468	$127,838,943
High net worth individuals	41	$67,957,831
Pension and profit sharing plans	27	$763,934

More Retirement Planning firms in Medford, Oregon:

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STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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