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| Jones & Associates Premier Financial Solutions LLC
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|---|---|
| CRD # | 152930 |
| SEC # | 801-119927 |
| CIK # | 0002026124 |
| AUM | 227.4 M (2026-04-27) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 541-500-4321 |
| Address | 260 N 3rd Street Jacksonville, OR 97530 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 469 | 140.4 |
| (b) Individuals (high net worth individuals) | 52 | 87.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,368 | 227.4 |
| By Discretionary | ||
| Discretionary | 1,368 | 227.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,368 | 227.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.4 | |
| Total | 1,368 | 227.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002026124] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 519 |
| Serves | Institutional, Retail |
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