Jones & Associates Premier Financial Solutions is a reputable investment advisory firm located in Medford, Oregon. With a single office, the company comprises a dedicated team of four professionals, three of whom specialize in providing top-notch investment advisory services. Their collective expertise enables them to effectively manage an impressive average of approximately $43,140,000 in assets under management per investment advisor.
The firm's compensation structure is diverse, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. Over 80% of the assets they manage are deriv...
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Assets Under Mgmt
$129.42M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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