Nicholas Ehren Jones
Investment adviser representative at Jones & Associates Premier Financial Solutions
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$227.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- N&l Properties, LLCOct 2023 to now
- Jones & Associates Insurance Solutions, LLCJan 2022 to now
- Jones & Associates Premier Financial Solutions, LLCSep 2020 to now
- Gradient Securities, LLCSep 2020 to now
- Jones & Associates Premier Insurance SolutionsJul 2020 to Jan 2022
- Principal Funds Distributor, Inc.Jan 2006 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Jones & Associates Premier Financial Solutions
Legal name: Jones & Associates Premier Financial Solutions, LLC
$227.4MAssets managed
521Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4767525
- Firm CRD
- 152930