Blake Jones is a CFP-designated registered investment advisor at Pomegranate Financial LLC, based in Springville, UT, with 10 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 35 clients with $8.2M 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 $30.0M | 0.10% |
| $30.0M - $100.0M | 0.14% |
| $100M+ | 0.12% |
There is a cap of $1,000/year for Investment Management. Betterment also charges a 0.15% fee. Clients investing in cryptocurrency through Betterment may incur additional fees.
Fee Estimator
Contact
Blake Jones
Location
Springville, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Blake works as a tax preparer, a financial planner for Origin Financial, and owns The Cabinet Room: A Presidential Card Game Inc. He also serves as Director/VP of Home Runs 4 Adoption, Inc. and was previously a licensed insurance agent but no longer sells insurance products.
Employment History
Current Registrations
Pomegranate Financial LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.
Exams
Additional Information
Hi, I'm Blake Jones. I live in Springville, Utah and enjoy raising three children with my wife Rachel.