Jones & Associates Premier Financial Solutions

Our Team


Jones & Associates Team


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

 

Jeff Blum, LUTCF
Independent Insurance Agent
Investment Advisor Representative

 

Steve Yungen, LUTCF
Independent Insurance Agent
Investment Advisor Representative

 

Brian Poppa
Independent Insurance Agent

 

Everett & Leisha Hendrix
Independent Insurance Agents

 

Mary Kallas
Client Relationship Specialist

 

Kim Advent
Executive Assistant

 

Kim Kreutzer
Executive Assistant

 

Nik Storm
Accounting Clerk