Advisor at Jones & Associates Premier Financial Solutions
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Firm
Jones & Associates Premier Financial Solutions
Location
Jacksonville, OR 97530
Credentials
Series 65
Industry experience
15 years
Steven Yungen is a Series 65-licensed advisor with Jones & Associates Premier Financial Solutions in Jacksonville, OR, where he has worked since 2010. He has 15 years of industry experience, including prior work with Jones & Associates Premier Insurance Solutions. 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 uses fundamental, technical, and cyclical analysis to guide investment decisions and also collaborates with third-party portfolio managers for certain clients.
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
Jones & Associates Premier Financial Solutions
2010 - Present (16 years)
Jones & Associates Premier Insurance Solutions
2005 - 2022 (17 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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