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JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

Tel: 541-500-4321
2436 W. Main Street
Medford, Oregon  97501

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JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS is a Medford, Oregon based financial advisory firm with nearly $196,560,708 in assets under management and provides investment advisory services for 1355 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (CO-ADVISOR & REFERRAL FEE

Firm CRD#:

152930

SEC#:

801-119927

No. of Clients:

1355

Assets under Management

$196,560,708

No. of Advisors:

3

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