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Principal/cco · Jones & Associates Premier Financial Solutions

Nicholas E. Jones

CRD 4767525 · Named on Form ADV at one SEC-registered adviser

At a glance

Jones & Associates Premier Financial Solutions, an SEC-registered wealth manager based in Jacksonville, OR with $227 million in regulatory assets, lists Nicholas E. Jones on its Form ADV as Principal/cco, a control person.

Firms and roles

AtlasMembers

Nicholas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kelly JonesCFO, Jones & Associates Premier Financial Solutions

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicholas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.