Jones and Associates

Finance · Oregon, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

2436 W Main St Ste 101, Medford, Oregon,...

Phone Number

(888) 707-9567

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
2
1
1

About Jones and Associates

Jones & Associates Premier Financial Solutions specializes in helping individuals and families grow and protect their wealth with a focus on leaving a substantial financial legacy. They offer a range of services including investment strategies, insurance coverage, tax support, and legal strategies, all tailored to meet the unique needs of their clients. The company emphasizes a personalized approach to financial planning, ensuring that each client's investment goals and risk tolerance are considered. Their target clients include families and individuals seeking comprehensive financial solutions and guidance.Explore more
Jones and Associates's Social MediaPopular SearchesJones and AssociatesJones & AssociatesJones & Associates Premier Financial SolutionsJones AssociatesJones & Associates Premier Financial Solutions LLCSIC Code 62,628NAICS Code 52,523Show more

Jones and Associates Org Chart

PhoneEmail
KJ
United States flag for contact location.

Chief Financial Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
MK
United States flag for contact location.

Client Relationship Specialist

PhoneEmail
NJ
United States flag for contact location.

Investment Advisor & Representative

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
SY
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Jones and Associates your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Jones and Associates

Compare insights from companies similar to Jones and Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jones and Associates

<$5M
11-50
Private
-
2000
KJ
Kelly JonesChief Financial Officer
$5.5M
11-50
Private
-
2014
N/A
<$5M
11-50
Private
-
2017
JP
Jordan PotenzianiClient Services Assistant
<$5M
1-10
Private
-
-
DH
David HeimPresident & CEO
<$5M
1-10
Private
-
-
DF
Diane FlemingOffice Manager
<$5M
11-50
Private
-
1939
NG
Nikki GraveenChief Operations Officer
<$5M
1-10
Private
-
2008
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Jones and Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Jones and Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jones and Associates.

Jones and Associates Tech Stack

A closer look at the technologies used by Jones and Associates

Most Recent Scoops

Project
A high-level source in financial planning has indicated that the organization is planning to release a request for proposal (RFP) for initiatives related to financial systems within the next six to nine months. Jones & Associates Premier Financial Solutions is expected to use a contingent workforce to support these efforts.
Contingent Workforce, Financial Planning, Financial Systems
Pain Point
A high-level source in financial planning has indicated that the organization is experiencing challenges related to debt & equity.
Financial Planning
Project
A high-level source in financial planning has indicated that the organization is planning to begin initiatives related to investor relation research within three to six months. Jones & Associates Premier Financial Solutions is currently evaluating vendors to support these efforts. The organization will be decreasing investments and is considering the use of a contingent workforce to support these efforts.
Spending/Investment, Research & Development, Contingent Workforce, Financial Planning, Search
Project
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Jones and Associates

What is Jones and Associates's official website?
Jones and Associates's official website is www.jones-associates.net
What is Jones and Associates's Revenue?
Jones and Associates's revenue is <$5 Million
What is Jones and Associates's SIC code?
Jones and Associates's SIC: 62,628
What is Jones and Associates's NAICS code?
Jones and Associates's NAICS: 52,523
How many employees does Jones and Associates have?
Jones and Associates has 11-50 employees
What industry does Jones and Associates belong to?
Jones and Associates is in the industry of: Finance, Insurance, Securities Trading
What is Jones and Associates competition?
Jones and Associates top competitors include: Kokesh Financial Strategies, Buska Retirement Solutions, Walton Wealth Management, Heim Financial Solutions
What technology does Jones and Associates use?
Some of the popular technologies that Jones and Associates uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
Who is the CFO of Jones and Associates?
Jones and Associates's CFO is Kelly Jones
How do I contact Jones and Associates?
Jones and Associates contact info: Phone number: (888) 707-9567 Website: www.jones-associates.net
What does Jones and Associates do?

Jones & Associates Premier Financial Solutions specializes in helping individuals and families grow and protect their wealth with a focus on leaving a substantial financial legacy. They offer a range of services including investment strategies, insurance coverage, tax support, and legal strategies, all tailored to meet the unique needs of their cli... ents. The company emphasizes a personalized approach to financial planning, ensuring that each client's investment goals and risk tolerance are considered. Their target clients include families and individuals seeking comprehensive financial solutions and guidance.Read More

What are Jones and Associates social media links?
Jones and Associates Linkedin page Jones and Associates Twitter page Jones and Associates Facebook page
Is Jones and Associates a public company?
Jones and Associates is private company therefore does not currently have an official ticker symbol
See more information about Jones and Associates

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.