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
Logan Jones
Director of Operations
Mary Kallas
Megan Brown
Administration Assistant
Steve Yungen, LUTCF
Investment Advisor Representative
Lee Birmingham
Investment Advisor Representative
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