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.

Kelly Jones

Chief Financial Officer

Steve Yungen, LUTCF

Investment Advisor Representative

Lee Birmingham

Investment Advisor Representative

Mary Kallas

Client Relationship Specialist

Logan Jones

Director of Operations

Strategic PartnershipJones & Associates Premier Insurance Solutions

Everett Hendrix

Principal Broker

Leisha Hendrix

Chief Operating Officer / Insurance Agent

Kim Advent

Independent Insurance Agent

Brian Poppa

Independent Insurance Agent

Lee Birmingham

Independent Insurance Agent

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Michael Binger, CFA®

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Jeremy Byran, CFA®

Senior Portfolio Manager
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