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).
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Total Assets Under Management164MILLION
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Total Number of Accounts1,395ACCOUNTS
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Average Account Value$117,848
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, ID, OR, TX, WA
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.
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.
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.