Jonathon Staats, financial advisor Peoria AZ

Jonathon Staats

CRD Number: 4762181
Current Firm: Clarus Wealth Advisors, LLC

Jonathon Staats (CRD# 4762181) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Peoria, AZ and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services Peoria, AZ Oct 2023 - Current < 1
Clarus Wealth Advisors, LLC Peoria, AZ Oct 2016 - Current 7
Crown Capital Securities, LP Orange, CA Aug 2017 - Oct 2023 6
Wfg Advisors, LP Peoria, AZ Oct 2014 - Aug 2017 2
Wfg Investments, Inc. Peoria, AZ Oct 2014 - Aug 2017 2
Metlife Securities Inc. New York, NY Jun 2004 - Oct 2014 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
S63 Uniform Securities State Law Examination May 2004
Contact Info for Jonathon A. Staats
Phone Number: 623-583-6840
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    223
    MILLIONS
  • Total Number of Accounts
    878
    ACCOUNTS
  • Average Account Value
    $253,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AZ, CA, CO, FL, IL, MD, MI, MN, NV, PA, TN, TX, WA

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