Jared Stubbs (CRD# 2813016) is an Investment Advisor Representative working at Narus Financial Partners, LLC in Salt Lake City, UT and has over 27 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Narus Financial Partners, Llc F/k/a Clearstone Capital Mgmt. | Bountiful, UT | Oct 2014 - Current | 9 |
| Creative Planning | Centerville, UT | Jul 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management379MILLIONS
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Total Number of Accounts472ACCOUNTS
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Average Account Value$803,692
- 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
- Other
AR, AZ, CA, TX, UT, WY
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