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JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

JACKSONVILLE, OR · CRD 152930 · IAPD ↗ · jonescares.org · 541-500-4321

$227.4MRegulatory AUM
2Advisory reps
3Employees
519Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2025 — JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS moved its main office from MEDFORD, OR to JACKSONVILLE, OR.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2025 — JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
March 2025 — JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS changed its website from jonesfinancialtalk.com to jonescares.org.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
February 2025 — JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.