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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JONES, NICHOLAS, EHREN | I | VICE PRESIDENT | NA | Control |
| JONES, NICHOLAS, EHREN | I | VICE PRESIDENT | NA | Control |
| JONES, NICHOLAS, EHREN | I | VICE PRESIDENT | NA | Control |
| JONES, NICHOLAS, EHREN | I | VICE PRESIDENT | NA | Control |
| JONES, NICHOLAS, EHREN | I | VICE PRESIDENT | NA | Control |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Kelly | I | CFO | NA | |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| Jones, Nicholas, Ehren | I | PRINCIPAL/CCO | E | Control |
| JONES, DAVID, HERSTLE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, DAVID, HERSTLE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, DAVID, HERSTLE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, DAVID, HERSTLE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, DAVID, HERSTLE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| Jones, Kelly | I | MEMBER/CFO | D | Control |
| Jones, Kelly | I | MEMBER/CFO | D | Control |
| Jones, Kelly | I | MEMBER/CFO | D | Control |
| Jones, Kelly | I | MEMBER/CFO | D | Control |
| Jones, Kelly | I | MEMBER/CFO | D | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (6)
AZ CA ID OR TX WA
Address
260 N 3RD STREETJACKSONVILLE, OR 97530
United States
Phone: 541-500-4321