Jones & Associates

Jones & Associates Building relationships, financial solutions, and security through honesty, integrity, and service. At Jones & Associates, your goals and priorities come first.

We take the time to ask the right questions, listen and then understand what’s important to you. Your powerful insight and our extensive expertise guide informed decisions in securing your financial freedom. Our firm takes pride in providing you with a comprehensive 2nd Opinion Review to help you fully achieve your financial goals. Schedule yours today. Social Media Terms of Use
Welcome! The purpo

se of this site is to share ideas and invite discussion, but to ensure that you and all other visitors can enjoy our page, we ask that you follow our clear and simple Terms of Use. By using this site, you agree that you have read and accepted our Terms of Use. Facebook's Statement of Rights and Responsibilities
By using Facebook, you are accepting the policies and practices of Facebook's "Statement of Rights and Responsibilities," as the same may be amended from time to time. For more information about these policies, please visit: https://www.facebook.com/terms.php. Terms of Use
All pages and applications created for Jones and Associates Premier Financial Solutions and its affiliates are intended for the purpose of discussing Jones and Associates Premier Financial Solutions activities, products, and initiatives. All comments, links, images, videos and other type of material posted ("User Content") are welcome, but must comply with these Terms of Use and Facebook's Statement of Rights and Responsibilities. By posting on this site you acknowledge and agree that:
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• Your comments and any User Content do not necessarily reflect the opinions or ideas of Jones and Associates Premier Financial Solutions, its affiliates or its employees (collectively, Jones and Associates Premier Financial Solutions).
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• By posting on this site, you grant Jones and Associates Premier Financial Solutions unrestricted, nonexclusive, royalty-free, perpetual, irrevocable and fully sub-licensable right to use such material in any way Jones and Associates Premier Financial Solutions sees fit.
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• Respect the privacy and choices of others. Jones and Associates Premier Financial Solutions reserves the right to remove any posts that violate these requirements. Site Updates
Jones and Associates Premier Financial Solutions reserves the right to:
• Modify the contents of this site at any time, but we have no obligation to update any information on the site, or to notify you of changes to the site.
• Block or otherwise prohibit any person from accessing any of our social media pages for any reason whatsoever. We also reserve the right to remove posts, links, and other content at any time in our sole discretion. Privacy Statement
Jones and Associates Premier Financial Solutions hosts this site but we are not affiliated with Facebook. As a result, your privacy on this site is governed by Facebook’s policies and practices, as referenced under “Facebook’s Statement of Rights and Responsibilities,” above. If you allow certain information to be available in your Facebook privacy settings, Jones and Associates Premier Financial Solutions may use this information to understand and improve its site use. Examples of information we may use are the dates and times of your visits to our site. Employee Use
Jones and Associates Premier Financial Solutions employees and contractors who use the site are reminded that such use is governed by Jones and Associates Premier Financial Solutions "Social Media Guidelines." Contact Us
To contact us please visit Jones and Associates Premier Financial Solutions, 2436 West Main Street, Medford, Oregon 97501, 541.773.9567. We may at times provide links to articles or websites that a provided by third parties. We believe these sources to be reliable, but accuracy and completeness cannot be guaranteed by Jones and Associates Premier Financial Solutions and its affiliates. It is being provided for informational purposes only and is not a solicitation for the purchase of any product, nor should it be construed as advice designed to meet your particular needs. The information on this site is being provided as a general source of information only and is not intended to offer you specific financial guidance. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Jones and Associates Premier Financial Solutions companies, its affiliated companies, and their representatives and employees do not give legal or tax advice. Before you make any decisions regarding your financial situation, please consult a financial professional or tax/legal professional to discuss your individual circumstances and objectives.

Nick Jones is Principal of Jones & Associates Premier Financial Solutions. Over his 20-year career in financial services...
09/09/2026

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.

Here’s to the people who show up, work hard, and make a difference every day. Wishing you a relaxing and memorable Labor...
09/07/2026

Here’s to the people who show up, work hard, and make a difference every day. Wishing you a relaxing and memorable Labor Day!

Thinking about retirement but not sure you’re on track? Start with these five checkpoints. Save this for the next time y...
09/03/2026

Thinking about retirement but not sure you’re on track? Start with these five checkpoints. Save this for the next time you’re reviewing your plan or send it to someone who keeps putting it off.

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.
09/01/2026

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

Without a will, probate court and the state decide what happens to your assets after you’re gone…and that may impact est...
08/31/2026

Without a will, probate court and the state decide what happens to your assets after you’re gone…and that may impact estate taxes. Enhanced planning could help you reduce your estate’s exposure to taxes as you transfer it to the next generation.

Contact our office to learn more about enhanced planning.

Here's some retirement savings withdrawal strategies that could potentially help reduce taxes and penalties.
08/28/2026

Here's some retirement savings withdrawal strategies that could potentially help reduce taxes and penalties.

Here's how to withdraw retirement savings and reduce taxes and penalties.

August is National Golf Month, and retirement planning has more in common with your short game than you might think.Both...
08/26/2026

August is National Golf Month, and retirement planning has more in common with your short game than you might think.
Both require patience, a steady strategy, and the ability to adjust when the wind picks up.
Market shifts, tax changes, inflation, and life events can all throw off your line, so it helps to have a plan that keeps you on course.
Let's review your financial plan and get you ready for the next round.

10 Reasons to Save for Retirement in a Roth IRA.
08/24/2026

10 Reasons to Save for Retirement in a Roth IRA.

Roth IRA benefits include tax-free retirement income and other valuable tax advantages.

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.
08/19/2026

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

Address

260 N 3rd Street
Jacksonville, OR
97530

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15415004321

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