JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC
Legal name: JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
CRD #152930 SEC #801-119927 JACKSONVILLE, OR 541-500-4321
SEC Registered
Total AUM
$196.6M
Discretionary
$195.6M
Employees
3
Clients
25
Accounts
1,355
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $196.6M | $195.6M | $917.4K | 3 | 0 |
| Mar 2025 | $196.6M | $195.6M | $917.4K | 3 | 0 |
| Jan 2025 | $196.6M | $195.6M | $917.4K | 4 | 0 |
| Jan 2024 | $164.4M | $160.6M | $3.8M | 4 | 0 |
| Oct 2023 | $147.8M | $147.8M | $0 | 4 | 0 |
| Sep 2023 | $147.8M | $147.8M | $0 | 4 | 0 |
| Aug 2023 | $152.3M | $152.3M | $0 | 4 | 0 |
| Aug 2023 | $152.3M | $152.3M | $0 | 4 | 0 |
| Mar 2023 | $129.4M | $129.4M | $0 | 4 | 0 |
| Mar 2023 | $129.4M | $129.4M | $0 | 3 | 0 |
| Jan 2023 | $129.4M | $129.4M | $0 | 3 | 0 |
| Nov 2022 | $131.3M | $131.3M | $0 | 3 | 4 |
| Oct 2022 | $131.3M | $131.3M | $0 | 3 | 4 |
| Sep 2022 | $155.7M | $155.7M | $0 | 3 | 4 |
| Jul 2022 | $155.7M | $155.7M | $0 | 3 | 4 |
| May 2022 | $155.7M | $155.7M | $0 | 5 | 4 |
| Feb 2022 | $155.7M | $155.7M | $0 | 5 | 4 |
| Oct 2021 | $134.3M | $134.3M | $0 | 5 | 12 |
| Apr 2021 | $134.3M | $134.3M | $0 | 5 | 12 |
| Mar 2021 | $126.1M | $126.1M | $0 | 5 | 12 |
| Jan 2021 | $110.7M | $110.7M | $0 | 5 | 306 |
| Nov 2020 | $110.7M | $110.7M | $0 | 5 | 306 |
DateMar 2025
Total AUM$196.6M
Discretionary$195.6M
Non-Disc.$917.4K
Employees3
Clients0
DateMar 2025
Total AUM$196.6M
Discretionary$195.6M
Non-Disc.$917.4K
Employees3
Clients0
DateJan 2025
Total AUM$196.6M
Discretionary$195.6M
Non-Disc.$917.4K
Employees4
Clients0
DateJan 2024
Total AUM$164.4M
Discretionary$160.6M
Non-Disc.$3.8M
Employees4
Clients0
DateOct 2023
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$152.3M
Discretionary$152.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$152.3M
Discretionary$152.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees3
Clients4
DateOct 2022
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees3
Clients4
DateSep 2022
Total AUM$155.7M
Discretionary$155.7M
Non-Disc.$0
Employees3
Clients4
DateJul 2022
Total AUM$155.7M
Discretionary$155.7M
Non-Disc.$0
Employees3
Clients4
DateMay 2022
Total AUM$155.7M
Discretionary$155.7M
Non-Disc.$0
Employees5
Clients4
DateFeb 2022
Total AUM$155.7M
Discretionary$155.7M
Non-Disc.$0
Employees5
Clients4
DateOct 2021
Total AUM$134.3M
Discretionary$134.3M
Non-Disc.$0
Employees5
Clients12
DateApr 2021
Total AUM$134.3M
Discretionary$134.3M
Non-Disc.$0
Employees5
Clients12
DateMar 2021
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees5
Clients12
DateJan 2021
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees5
Clients306
DateNov 2020
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees5
Clients306