Jones & Associates Premier Financial Solutions
Nick Jones, CFP®, CLU®
Principal, Investment Advisor Representative
Nick Jones is Principal of Jones & Associates Premier Financial Solutions. Over his 20-year career in financial services, Nick has worked for some of the world’s largest financial institutions, attaining several licenses as well as the CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter® designations.
A graduate of California State University, Chico, Nick took graduate coursework from The American College to round out his financial education. He’s passionate about teaching, communicating, and understanding the financial needs of the retirees and pre-retirees he assists.
When he’s not helping people achieve their goals for retirement, Nick spends his time with his wife, Logan, and sons Davis and Carter.
Logan Jones
Director of Operations
Mary Kallas
Megan Brown
Administration Assistant
Steve Yungen, LUTCF
Investment Advisor Representative
Strategic PartnershipJones & Associates Premier Insurance Solutions
Everett Hendrix
Leisha Hendrix
Kim Advent
Brian Poppa
Lee Birmingham
Strategic PartnershipGradient Investments
Michael Binger, CFA®
Gradient Investments, LLC
Keith Gangl, CFA®
Gradient Investments, LLC
Tyler Ellegard, CFA®
Senior Portfolio Manager
Gradient Investments, LLC
This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by the firm. The firm refers clients to GI for portfolio management services. GI does not pay separate compensation to the firm in relation to its endorsement or any promotional services. However, the firm receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. The firm also shares in the revenue of GI via quarterly payments based on the amount of total assets the firm places with GI. This endorsement incentivizes the firm in increasing the assets placed with GI, and therefore the compensation received by the firm. The firm and its investment advisor representatives are not supervised by GI. While these conflicts of interest exist, the firm and its investment advisor representatives are subject to fiduciary duty and must act in the best interests of their clients. The firm and their clients are not required to use GI and may select other investment managers.