Nicholas
Jones
Jones & Associates Premier Financial Solutions
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About this Advisor
Nicholas Jones is a financial advisor based in Medford, Oregon, working with Jones & Associates Premier Financial Solutions. Nicholas has previously held positions at Principal Funds Distributor, Inc, Jones & Associates Premier Insurance Solutions, Jones & Associates Premier Financial Solutions, LLC, Gradient Securities, LLC, Jones & Associates Insurance Solutions, LLC, Jones & Associates Premier Financial Solutions, and N&L Properties, LLC. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Oregon and Texas. Currently, Nicholas is part of Jones & Associates Premier Financial Solutions, which operates out of Medford, Oregon. The firm has 4 employees and manages assets totaling $164.4 million. The firm serves high-net-worth individuals and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Jones & Associates Premier Financial Solutions includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jones & Associates Premier Financial Solutions Brokerage Details
$164,398,537
4
1,395
$117,848
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nicholas Jones Work History
N&L Properties, LLC
Jones & Associates Insurance Solutions, LLC
Jones & Associates Premier Financial Solutions
Jones & Associates Premier Financial Solutions, LLC
Gradient Securities, LLC
Jones & Associates Premier Insurance Solutions
Principal Funds Distributor, Inc
Disclosures
Please visit the SEC profile of Nicholas Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jones & Associates Premier Financial Solutions
Medford, OR
Medford, OR
Medford, OR
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