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EB

Ethan T. Barrus

Some features on this profile are disabled
CRD#: 6852581
EB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ethan Taylor Barrus, who also goes by Ethan Barrus, was a registered financial professional .

Ethan is a previously registered financial professional and started their career in finance in 2017. Ethan had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ethan Barrus

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

September 1, 2017 - August 17, 2020

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

RIA
CRD#: 152930
MEDFORD, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
J&
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS | JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC

CRD#: 152930 / SEC#: 801-119927

RIA
Registered Investment Advisory firm - (12/7/2020 Approved)
Oregon
Registered Investment Advisory firm - (12/9/2020 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 6/28/2017
Uniform Investment Adviser Law Examination

Current Firm

J&
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS | JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC

CRD#: 152930 / SEC#: 801-119927

RIA
Registered Investment Advisory firm - (12/7/2020 Approved)
Oregon
Registered Investment Advisory firm - (12/9/2020 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
260 N 3rd Street, Jacksonville, OR 97530
Mailing Address
Po Box 1950, Jacksonville, OR 97530
Phone number
(541) 500-4321
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV2A&2B (2/2/2026)

Regulatory assets under management

Total Number of Accounts1,356
AUM (Assets Under Management)$ 221,800,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

CRD#: 152930

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