Advisor at Jones & Associates Premier Financial Solutions
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jones & Associates Premier Financial Solutions
Location
Jacksonville, OR 97530
Credentials
CFP®, Series 66
Industry experience
21 years
Fixed fees for financial planning services up to $2,500 depending on complexity and client needs.
$0+: Up to 1.00% annually (negotiable) for discretionary asset management services $0+: Up to 1.50% annually for Co-Advisor services (Gradient Investments, LLC) with JA receiving 1.00% and GI 0.50% for Strategic, Tactical, Allocation & Defined Outcome Portfolios $0+: Up to 1.00% annually for Preservation Portfolios (Co-Advisor) with JA receiving 0.60% and GI 0.40% $0+: $300 flat fee annually for Client Directed Accounts (GI), no fee charged by JA
$300 per hour for financial planning services.
Fee-only: Fixed fees for financial planning up to $2,500; hourly fees at $300/hour.
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.
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