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Steven John Yungen

Jones & Associates Premier Financial Solutions

Jacksonville, OR

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Current Employers
Jones & Associates Premier Financial Solutions

260 N 3Rd Street, Jacksonville, OR 97530 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2010-06-28
  • OR RA
    APPROVED
    Since 2010-06-28

Branch Locations

260 N 3Rd Street, Jacksonville, OR 97530 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jones & Associates Premier Insurance Solutions Medford OR 07/2005 07/2022
Jones & Associates Premier Financial Solutions Jacksonville OR 06/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-10
  • S65 Uniform Investment Adviser Law Examination
    2010-06-10
Other Names
  • Steve Yungen

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
PRACTICE FINANCIAL GROUP
EDWARD JONES
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
MARTIN CAPITAL MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
GRADIENT ADVISORS, LLC

Other Investors

PAUL TOWNE CASWELL
Anthony John Roa
Ekaterina Anatolyevna Kostenko
Ryan William Fiegi
Andreas NMN Steven
Nathan Eldon Williams
Nicholas Ehren Jones
TWINKLE SUMMER FITZGERALD

Other Offices

CETERA INVESTMENT ADVISERS LLC · JACKSONVILLE, OR
PRACTICE FINANCIAL GROUP · JACKSONVILLE, OR
EDWARD JONES · JACKSONVILLE, OR
CETERA INVESTMENT ADVISERS LLC · CENTRAL POINT, OR
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · MEDFORD, OR
MARTIN CAPITAL MANAGEMENT LLC · CENTRAL POINT, OR
U.S. BANCORP ADVISORS, LLC · Medford, OR
LPL FINANCIAL LLC · MEDFORD, OR

More in Jacksonville, OR

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