Jones & Associates Premier Financial Solutions
Medford, Oregon
4.8
9 Reviews
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

81%

% Discretionary

100%
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
Selection of other advisers
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