Steven Yungen
Steven Yungen is a registered investment advisor at Jones & Associates Premier Financial Solutions, based in Jacksonville, OR, with 15 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 519 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jones & Associates offers investment management services where they manage your investments for a fee based on a percentage of the value of your portfolio, not exceeding 1% annually. The fee is negotiable and billed quarterly.
Jones & Associates also works with Gradient Investments, LLC, to offer actively managed portfolios. The fee for these services is 1.50% annually for Strategic & Tactical, Allocation & Defined Outcome, and Private Wealth Portfolios, and 1.00% annually for Preservation Portfolios. Jones & Associates receives a portion of this fee.
For Client Directed Accounts, there is a $300 annual fee charged by Gradient Investments.
Location
260 N 3rd Street, Jacksonville, OR, 97530
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Jones & Associates Premier Financial Solutions
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.