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JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC

Advisory

N·JACKSONVILLE, OR

Data as of Feb 2, 2026 · Source: SEC Form ADV

Total AUM
$222M
1-Year AUM Growth
+27.0%
3-Year CAGR
+13.9%
Employees
2
Assets Under Management
Total AUM$222M
Discretionary AUM$222M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients536
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record19
First FilingNov 5, 2020
Latest FilingFeb 2, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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