Advisor at Jones & Associates Premier Financial Solutions
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Firm
Jones & Associates Premier Financial Solutions
Location
Jacksonville, OR 97530
Credentials
CFP®, Series 66
Industry experience
21 years
Nicholas Jones is a CFP® with 21 years of industry experience, currently serving at Jones & Associates Premier Financial Solutions in Jacksonville, OR. He has held roles at multiple affiliated entities, including Gradient Securities, LLC and Principal Funds Distributor, Inc. Outside of advisory work, he is involved in an oil and gas investment holding company. Jones & Associates Premier Financial Solutions serves individual and high-net-worth clients as well as qualified retirement plans, offering discretionary asset management, financial planning, and ERISA 3(21) fiduciary services. The firm employs a disciplined investment approach incorporating fundamental, technical, and cyclical analysis, and maintains co-advisor relationships with third-party portfolio managers.
Based on Jones & Associates Premier Financial Solutions
Based on Jones & Associates Premier Financial Solutions
Based on Jones & Associates Premier Financial Solutions
Fixed financial planning fees up to $2,500 (negotiable)
$0+: Up to 1.00% annually (negotiable) for direct asset management $0+: 1.50% annually total for Strategic, Tactical, Allocation & Defined Outcome, and Private Wealth Portfolios (GI 0.50% + JA 1.00%) $0+: 1.00% annually total for Preservation Portfolios (GI 0.40% + JA 0.60%)
Investment Advisor Representatives receive commissions as registered representatives of Gradient Securities, LLC broker-dealer
$300 per hour (financial planning and consulting, negotiable)
Fee-only: Financial planning fixed fees up to $2,500; hourly fees at $300/hour (negotiable)
260 N 3 Rd Street
Jacksonville, OR 97530
Oregon · Texas
N&L Properties, LLC
2023 - Present (3 years)
Jones & Associates Insurance Solutions, LLC
2022 - Present (4 years)
Jones & Associates Premier Financial Solutions
2022 - Present (4 years)
Jones & Associates Premier Financial Solutions, LLC
2020 - Present (6 years)
Gradient Securities, LLC
2020 - Present (6 years)
Jones & Associates Premier Insurance Solutions
2020 - 2022 (2 years)
Principal Funds Distributor, Inc.
2006 - 2020 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Retirement Planning Specialists, Inc.
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Retirement Planning Specialists, Inc.
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