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.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
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 |
- AZ
-
Total Assets Under Management223MILLIONS
-
Total Number of Accounts878ACCOUNTS
-
Average Account Value$253,864
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AZ, CA, CO, FL, IL, MD, MI, MN, NV, PA, TN, TX, WA
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