JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

Legal name: JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC

CRD 152930File 801-119927

APPROVED

Retail clients

Filing as of Apr 27, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$227.4M

Below cohort median (national)

Discretionary AUM

$227.4M

Clients

521

1,368 accounts

Employees

Below cohort median in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Dec 7, 2020
Principal office: 260 N 3RD STREET, JACKSONVILLE, OR, 97530
Phone: 541-500-4321
Website: HTTP://WWW.JONESCARES.ORG

Assets & accounts

ADV Item 5F

Total regulatory AUM: $227.4M
Discretionary AUM: $227.4M
Non-discretionary AUM: $0
Discretionary accounts: 1,368
Non-discretionary accounts: 0
Total accounts: 1,368
AUM per client: $437K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	52	$87.0M
Individuals (other than high net worth individuals)	469	$140.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — CO-ADVISOR & REFERRAL FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
May 1, 2026	Clients	519	521	increased by2
May 1, 2026	AUM	$221,800,000	$227,432,800	increased by$5,632,800
May 1, 2026	Accounts	1,356	1,368	increased by12
Mar 1, 2026	Clients	536	519	decreased by17
Mar 1, 2026	AUM	$196,560,708	$221,800,000	increased by$25,239,292
Mar 1, 2026	Accounts	1,355	1,356	increased by1
May 1, 2025 vs Oct 1, 2022	Clients	439	536	increased by97
May 1, 2025 vs Oct 1, 2022	AUM	$155,650,524	$196,560,708	increased by$40,910,184
May 1, 2025 vs Oct 1, 2022	Accounts	2,016	1,355	decreased by661
Aug 1, 2022	Employees	5	3	decreased by2
Mar 1, 2022	Clients	416	439	increased by23
Mar 1, 2022	AUM	$134,314,489	$155,650,524	increased by$21,336,035
Mar 1, 2022	Accounts	1,706	2,016	increased by310
May 1, 2021	Clients	411	416	increased by5
May 1, 2021	AUM	$126,104,565	$134,314,489	increased by$8,209,924

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “JONES ASSOCIATES” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JONES ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.