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Building 2JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

Map pinJACKSONVILLE, OR
Phone541-500-4321
NotebookSEC #801-119927
Total AUM
$227.4M
Employees
3
Clients
521

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
260 N 3RD STREET
JACKSONVILLE
OR 97530
United States
Operating Hours
9:AM-5:00PM
Monday - Friday
Phone
541-500-4321

ReceiptFinancials

Total AUM
$227.4M
Accounts
1,368
Discretionary
$227.4M
Accounts
1,368
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
469
AUM
$140.4M
HNW Individual Clients
52
AUM
$87M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CO-ADVISOR & REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDORTXWA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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