Jaron Poulson, CFP®
CRD Number: 4277537Current Firm: Commonwealth Financial Network
Compensation Model: Both
Jaron Poulson (CRD# 4277537) is a CERTIFIED FINANCIAL PLANNER™ and Investment Advisor Representative working at Commonwealth Financial Network in Salt Lake City, UT and has over 19 years of experience in the financial planning industry. Jaron Poulson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Company Name | Location | Dates | Years |
---|---|---|---|
Commonwealth Financial Network | San Diego, CA | Aug 2016 - Current | 7 |
Massmutual Life Insurance Company | Salt Lake City, UT | Jun 2008 - Aug 2016 | 8 |
Mml Investor Services | Salt Lake City, UT | Jun 2008 - Aug 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2001 |
S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
- UT
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Total Assets Under Management146,387MILLIONS
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Total Number of Accounts585,629ACCOUNTS
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Average Account Value$249,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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