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 Aug 17, 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.TWITTER.COM/JONES_ASSOCIATE

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
Aug 12, 2026	Registration	—	APPROVED

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.