Jones & Associates Premier Financial Solutions

Our Team

Jones & Associates Team

Nick Jones, CFP®, CLU®
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