# Jones & Associates Premier Financial Solutions

> Jones & Associates Premier Financial Solutions is an SEC-registered investment advisory firm in Jacksonville, OR, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 152930
- Filed as: JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
- Legal name: Jones & Associates Premier Financial Solutions, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, OR
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152930
- AdvisorCensus page: https://advisorcensus.com/firm/jones-and-associates-premier-financial-solutions-jacksonville-or-152930

## Quick answers

**How is Jones & Associates Premier Financial Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Jones & Associates Premier Financial Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Jones & Associates Premier Financial Solutions charge?**
Its Form ADV Part 2A brochure dated April 27, 2026 states: Flat fee: up to $2,500 (Financial Planning Services); Hourly rate: $300 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Jones & Associates Premier Financial Solutions located?**
Jones & Associates Premier Financial Solutions' principal office is in Jacksonville, OR, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Jones & Associates Premier Financial Solutions registered with the SEC or a state?**
Jones & Associates Premier Financial Solutions is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 152930.

**How much does Jones & Associates Premier Financial Solutions manage?**
Jones & Associates Premier Financial Solutions reports $227,432,800 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**How have Jones & Associates Premier Financial Solutions' assets and staff changed since 2021?**
In the Form ADV data for Jones & Associates Premier Financial Solutions: Regulatory assets under management: $134,314,489 in the October 2021 data and $227,432,800 in the October 2026 data, up 69%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jones & Associates Premier Financial Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (469); high net worth individuals (52).

**Which custodians does Jones & Associates Premier Financial Solutions use?**
Jones & Associates Premier Financial Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Jones & Associates Premier Financial Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152930

**What changed in Jones & Associates Premier Financial Solutions' recent Form ADV filings?**
In the May 2026 filing data: No longer lists an office in Medford, OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026)

- Flat fee: up to $2,500 (Financial Planning Services)

> Financial Planning Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique Client needs.

- Hourly rate: $300 an hour (Financial Planning Services)

> Financial Planning Services are offered based on an hourly fee of $300 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $227,432,800
- Discretionary: $227,432,800
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 469 | $140,422,800 |
| High net worth individuals | 52 | $87,010,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Medford, OR

### Websites listed on Form ADV (Item 1.I)
- jones-associates.net
- jones-associates.net/JONES-MEDICARE-SOLUTIONS
- jonescares.org
- joneseducates.com
- jonesempowerswomen.com
- jonesfinancialblog.com
- jonesfinancialtalk.com
- mycolorofmoneyatjones.com
- socialsecurityatjones.com
- thenewworldofretirementworkshop.com
- Facebook @jonesandassociatespremierfinancialsolutions
- X @JONES_ASSOCIATE
- YouTube @JonesFinancialTalk

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $134,314,489 | 5 | April 27, 2021 |
| October 2022 | $155,650,524 | 3 | September 28, 2022 |
| October 2023 | $147,842,060 | 4 | September 11, 2023 |
| October 2024 | $164,398,537 | 4 | January 16, 2024 |
| October 2025 | $196,560,708 | 3 | March 11, 2025 |
| October 2026 | $227,432,800 | 3 | April 27, 2026 |

Regulatory assets under management: $134,314,489 in the October 2021 data and $227,432,800 in the October 2026 data, up 69%.
Total employees: 5 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- No longer lists an office in Medford, OR.

### March 2026
- Regulatory assets under management went from $196,560,708 to $221,800,000 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jones & Associates Premier Financial Solutions (CRD 152930): Form ADV filing data as of October 2026.