Jaron Poulson
Jaron Poulson is a CFP-designated registered investment advisor at Jhp Planning, LLC, based in Salt Lake City, UT, with 24 years of industry experience. Jaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 145 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $750K | 1.05% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are negotiable. Clients also pay a separate platform fee to AssetMark. Pension consulting fees follow the same schedule.
Fee Estimator
Location
5505 South 900 East, Suite 120, Salt Lake City, UT, 84117
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jaron sells fixed insurance as an agent under JHP Planning, LLC, and owns the entity itself, which facilitates securities, advisory, and insurance business. He also works as an associate instructor at the University of Utah.
Employment History
Current Registrations
Jhp Planning, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Beneficial Investment Services, INC.
Beneficial Investment Services, INC.Broker
Allegis Advisors, INC.
Esi Financial Advisors
Equity Services, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Trusted Securities Advisors CORP.Broker
Mony Securities CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.