JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS - Financial Advisor in Oregon, Medford

Tel: 541-500-4321 2436 W. Main Street Medford, Oregon 97501

About JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS is a Medford, Oregon based financial advisory firm with nearly $196,560,708 in assets under management and provides investment advisory services for 1355 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

152930

Firm SEC#:

801-119927

Assets Under Management:

$196,560,708

No. of Clients:

1355

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (CO-ADVISOR & REFERRAL FEES)

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