Jones & Associates Premier Financial Solutions

Jones & Associates Premier Financial Solutions (CRD# 152930) is a financial advisory firm headquartered in Medford, OR. They manage $164,398,537 in 1,395 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2436 W. Main Street, Medford, OR 97501
https://www.facebook.com/jonesandassociatespremierfinancialsolutions
By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    1,395
    ACCOUNTS
  • Average Account Value
    $117,848
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, OR, TX, WA

Financial Advisors at Jones & Associates Premier Financial Solutions
Showing 1 - 3 of 3 top financial advisors.
1
Steven Yungen, financial advisor Medford OR
Steven J. Yungen
CRD#: 5813319
2436 W. Main Street, Medford, OR 97501

Steven Yungen (CRD# 5813319) is an Investment Advisor Representative working at Jones & Associates Premier Financial Solutions in Medford, OR and has over 13 years of experience in the finance industry.

2
Lee Birmingham, financial advisor Medford OR
Lee A. Birmingham
CRD#: 7715448
2436 W. Main Street, Medford, OR 97501

Lee Birmingham (CRD# 7715448) is an Investment Advisor Representative working at Jones & Associates Premier Financial Solutions in Medford, OR and has over 2 years of experience in the finance industry.

3
Nicholas Jones, financial advisor Medford OR
Nicholas E. Jones
CRD#: 4767525
2436 W. Main Street, Medford, OR 97501

Nicholas Jones (CRD# 4767525) is an Investment Advisor Representative working at Jones & Associates Premier Financial Solutions in Medford, OR and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals