Jones & Associates Premier Financial Solutions

Our Team

Jones & Associates Premier Financial Solutions, a state registered investment advisor serving the state of Oregon, provides financial planning and asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Jones & Associates Premier Financial Solutions.

Jones & Associates Premier Financial Solutions provides investors with custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Jones & Associates Premier Financial Solutions is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.

Whatever insurance questions or need you may have, we can help. If you are a senior we can help you with your various Medicare, RX, Long Term Care, and Dental/Vision/Hearing solutions.  If you need help with life insurance and don’t know if you should purchase term or permanent plans we can assist. For health insurance, we can guide you to the right individual health care, family health care, or business health care plan solutions.

Disability insurance may be just what you need to protect your ability to earn an income.

Our team will provide you with the insurance coverage that you need, based on your goals and objectives.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

Kelly Jones

Chief Financial Officer


Mary Kallas

Executive Assistant


Kim Advent

Executive Assistant



Mark Stever

Marketing Director