Blake Jones (CRD# 6328539) is an Investment Advisor Representative working at Pomegranate Financial LLC in Springville, UT and has over 8 years of experience in the finance industry. Blake Jones 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 840425
Equitable Advisors, LLC
CRD# 6890976
Acentus Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Cabinet Room A Presidential Card Game Inc. | Springville, UT | Oct 2020 - Current | 3 |
| Pomegranate Financial LLC | Springville, UT | Apr 2020 - Current | 4 |
| Pomegranate Taxes Inc. | Springville, UT | Feb 2020 - Current | 4 |
| U.s. Bank | Orem, UT | Oct 2017 - Feb 2020 | 2 |
| Travis Vongsawad Northwestern Mutual | Provo, UT | Feb 2016 - Oct 2017 | 1 |
| Northwestern Mutual | Milwaukee, WI | Aug 2014 - Jan 2016 | 1 |
| Student | Provo, UT | Aug 2012 - Apr 2015 | 2 |
| European American Chamber Of Commerce | Guangzhou, | Jun 2014 - Jul 2014 | < 1 |
| Brigham Young University Plant And Wildlife Sciences Department | Provo, UT | Oct 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- TX
- UT
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$43,110
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, TX, UT
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