Wealth manager, independent · Jacksonville, OR
Jones & Associates Premier Financial Solutions
Jones & Associates Premier Financial Solutions, LLC · SEC-registered investment adviser · CRD 152930 · SEC 801-119927
At a glance
Jones & Associates Premier Financial Solutions is an SEC-registered investment adviser based in Jacksonville, Oregon, with $227 million in regulatory assets under management as of its Form ADV filed April 27, 2026. Its largest client group by assets is individuals, and it reports 521 individual clients. By Form ADV it is a wealth manager, ranked 5,344th of 8,915 wealth managers and 11,592nd of 17,210 SEC-registered advisers by assets.
Main office 541-500-4321jones-associates.netAs filed on Form ADV
- Regulatory AUM
- $227M
- Rank among wealth managers
- #5,344 of 8,915
- Rank among all SEC RIAs
- #11,592 of 17,210
- Rank in Oregon
- #103 of 156
- Individual clients
- 521
- High-net-worth clients
- 52
- Accounts
- 1,368
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Kelly JonesCFO
- Nicholas E. JonesPrincipal/cco
Custody and brokerage
Broker-dealer
Hybrid RIA
Jones & Associates Premier Financial Solutions is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed April 2026) names Gradient Securities as the broker-dealer its advisers are registered with.
and Affiliations Broker-Dealer or Representative Registration JA is not registered as a broker-dealer, however investment advisor representatives of JA are registered representatives of Gradient Securities, LLC, a FINRA/SIPC broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 469 | $140M | 62% |
| High-net-worth individuals | 52 | $87M | 38% |
Disciplinary disclosures
Jones & Associates Premier Financial Solutions reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗jones-associates.net ↗
AtlasMembers
The full record on Jones & Associates Premier Financial Solutions
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 6,209 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Jones & Associates Premier Financial Solutions manage?
Jones & Associates Premier Financial Solutions reports $227 million in regulatory assets under management across 1,368 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 27, 2026.
What kind of firm is Jones & Associates Premier Financial Solutions?
Jones & Associates Premier Financial Solutions is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Jones & Associates Premier Financial Solutions’s clients?
By assets, its largest client types are individuals ($140 million, 469 clients); high-net-worth individuals ($87 million, 52 clients).
Does Jones & Associates Premier Financial Solutions have any disciplinary history?
Jones & Associates Premier Financial Solutions reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Jones & Associates Premier Financial Solutions’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →