Jaron Poulson, CFP®, financial advisor Salt Lake City UT

Jaron Poulson, CFP®

CRD Number: 4277537
Current 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.

CONTACT
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Professional Designations
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
Contact Info for Jaron H. Poulson, CFP®
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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