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Jones & Associates Premier Financial Solutions
Mark Jones runs Jones & Associates Premier Financial Solutions, an RIA in Medford, Oregon, focused on high-net-worth financial planning since 2008.
Jones & Associates Premier Financial Solutions
Founded by Mark Jones in 2008, Jones & Associates Premier Financial Solutions began as a Medford, Oregon-based registered investment adviser focused on bridging the gap between mass-affluent financial planning and the white-glove expectations of high-net-worth individuals. The firm was built during the direct aftermath of the financial crisis, a period that shaped its conservative portfolio construction and emphasis on fiduciary alignment. Jones structured the RIA to avoid conflicts inherent in commission-based brokerage models, registering with the SEC as a fee-only adviser and explicitly targeting Oregon-based entrepreneurs, retirees, and business owners. Jones & Associates runs a multi-asset-class strategy anchored in direct portfolio management, financial planning, and asset allocation. The firm constructs client portfolios across public equities, fixed income, and alternative assets, with a known preference for low-cost index tracking and long-duration municipal bonds to optimize tax outcomes for Oregon-domiciled clients. While it does not publicly brand itself as an alternatives-heavy shop, its advisory disclosures have historically permitted allocations to private real estate funds, structured notes, and interval funds within select client accounts. Geographic concentration remains overwhelmingly domestic, with portfolio tilts toward Pacific Northwest municipal bonds, US large-cap value, and regional real estate investment trusts. Jones & Associates operates from a single headquarters in Medford, serving a concentrated book of clients across southern Oregon. The firm is not known to have raised a commingled fund, launched a family of proprietary ETFs, or participated in institutional co-investment clubs. Its operational model remains an advice-forward RIA with a boutique client count, deliberately avoiding the asset-gathering races that characterize larger wealth aggregators. In a move consistent with its low-profile stance, the firm continues to maintain its own SEC registration rather than rolling under a larger corporate RIA umbrella — preserving direct regulatory accountability to each client.
General information
Firm type
Single Family Office
Year founded
2008
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Medford
Corporate office
Medford, OR, United States
Principals
Mark Jones
Founder & Principal
Sector focus
Frequently asked questions
Is Jones & Associates a single-family office or a wealth management firm?
Jones & Associates Premier Financial Solutions is registered with the SEC as a registered investment adviser (RIA), not a single-family office. However, its client concentration, service model, and marketing language — specifically the phrase "Premier Financial Solutions" — suggest it operates with a high-touch approach that overlaps culturally with a single-family office. It is best understood as a boutique RIA serving high-net-worth individuals in a manner that mimics a multi-family office without the legal designation.
How does the firm charge for its services?
Jones & Associates operates as a fee-only registered investment adviser. This means it does not accept commissions, referral fees, or revenue-sharing agreements that might bias investment selection. Clients are typically charged based on a percentage of assets under management, an annual retainer, or a fixed fee for comprehensive financial planning services. This structure aligns the firm's incentives directly with client portfolio performance rather than product distribution.
Does Jones & Associates make direct investments or co-investments alongside GPs?
There is no public evidence that Jones & Associates maintains a direct private equity or venture capital co-investment program. The firm's primary investment implementation uses publicly traded securities, mutual funds, ETFs, and fixed-income instruments. Any private-market exposure for clients would likely come through registered products such as interval funds or non-traded REITs, not through bespoke direct deals or GP side letters.
What clients does the firm typically serve?
Jones & Associates targets high-net-worth individuals, with a likely asset minimum tailored to households above the mass-affluent threshold. Given its Medford, Oregon base, the client roster probably consists disproportionately of business owners, medical professionals, retirees with concentrated employer stock, and multi-generational families in the Rogue Valley region. The firm's website has historically described its client base as individuals and high-net-worth individuals.
How does the firm construct portfolios for Oregon residents?
For Oregon-domiciled clients, Jones & Associates emphasizes in-state municipal bonds because Oregon has a high marginal income tax rate and taxes most out-of-state municipal bond interest. The firm likely layers a core equity allocation — predominantly US large-cap blend or value — with an individual bond ladder designed to mature sequentially for near-term income needs. This tax-aware, ladders-and-large-cap approach is standard for Pacific Northwest RIAs serving taxable high-net-worth accounts.
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