Firm Description Jones & Associates Premier Financial Solutions, LLC, doing business as Jones & Associates Premier Financial Solutions (“JA”) was founded in 2008. Nicholas Jones is 100% owner and Chief Compliance Officer. Types of Advisory Services ASSET MANAGEMENT JA offers discretionary asset management services to advisory Clients. JA will offer Clients ongoing asset management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. The Client will authorize JA discretionary authority to execute selected investment program transactions as stated within the Investment Advisory Agreement. As part of a Client’s overall portfolio, JA may advise certain qualified Clients to invest in alternative investments. For those Clients investing in alternative investments, JA will meet them at least annually (more often if requested by Client) to discuss their overall financial position in addition to specifically discussing the distributions from the alternative investments. The annual meeting may be in person or via telephone. Specifically, JA will have discretion to determine if the distribution of alternative investments will be used for income or re-investment. CLIENT DIRECTED ACCOUNTS JA will assist in the opening, closing and transferring of accounts. JA will not have discretion at any time on these accounts. Client is solely responsible for the assets held within the accounts and their values which could increase or decrease (potential loss of principal). JA will not execute trades in client directed accounts without the direction initiated by the Client. CO-ADVISOR JA has entered into a Co-Advisor relationship with Gradient Investments, LLC (GI). JA will provide information to each client regarding the services offered by GI as the portfolio manager. JA will assist the Client to determine the appropriate model selection based on the Client’s investment objectives and risk tolerance. JA will have full discretion on an ongoing basis to select suitable models to maintain client’s risk tolerance. JA will share in the management fees charged by GI as described in Item 5 of this brochure. FINANCIAL PLANNING AND CONSULTING If financial planning services are applicable, the Client will compensate JA on a negotiable

fixed fee or an hourly fee basis described in detail under “Fees and Compensation” section of this brochure. Services include but are not limited to a thorough review of all applicable topics including Wills, Estate Plan/Trusts, Investments, Taxes, and Insurance. If a conflict of interest exists between the interests of the investment advisor and the interests of the Client, the Client is under no obligation to act upon the investment advisor’s recommendation. If the Client elects to act on any of the recommendations, the Client is under no obligation to effect the transaction through JA. Financial plans will be completed and delivered inside of six (6) months. Clients may terminate advisory services with thirty (30) days written notice. REFERRAL ARRANGEMENTS JA has legacy clients under a referral arrangement with the services of third party money manager to manage Client accounts. In such circumstances, JA receives referral fees from the third party money manager. JA acts as the liaison between the Client and the third party money manager in return for an ongoing portion of the advisory fees charged by the third party money manager. JA helps the Client complete the necessary paperwork of the third party money manager, provides ongoing services to the Client, will provide the third party money manager with any changes in Client status as provided to JA by the Client and review the quarterly statements provided by the third party money manager. JA will deliver the Form ADV Part 2, Privacy Notice and Referral Disclosure Statement of the third party money manager. Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the Client prior to signing an agreement. No new clients will be provided this service. Client Tailored Services and Client Imposed Restrictions The goals and objectives for each Client are documented in our Client files. Investment strategies are created that reflect the stated goals and objectives. Clients may impose restrictions on investing in certain securities or types of securities. Agreements may not be assigned without Client consent. Wrap Fee Programs JA does not participate in wrap fee programs. Client Assets under Management JA has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $147,842,060 $0 September 5, 2023