Jared D. Stubbs

NARUS FINANCIAL PARTNERS

Salt Lake City, UT 84106

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CRD#: 2813016

Professional summary

Jared Daniel Stubbs is a registered financial advisor currently at NARUS FINANCIAL PARTNERS, LLC located in Salt Lake City, Utah.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jared has worked at 6 firms and has passed the Series 66, Series 63, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Daniel Stubbs's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 27, 2014 - Present

NARUS FINANCIAL PARTNERS, LLC

Office #1: 1245 E. Brickyard Road Suite 160, Salt Lake City, UT 84106

RIA

CRD#: 173534

Salt Lake City, UT

Past

July 23, 2013 - September 23, 2014

CREATIVE PLANNING

RIA

CRD#: 105348

CENTERVILLE, UT

Past

February 9, 2012 - July 29, 2013

GUARDIAN WEALTH MANAGEMENT

RIA

CRD#: 146923

SALT LAKE CITY, UT

Past

June 10, 2004 - January 19, 2012

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

SALT LAKE CITY, UT

Past

June 9, 2004 - January 19, 2012

CHARLES SCHWAB & CO., INC.

CRD#: 5393

SALT LAKE CITY, UT

Past

August 17, 2001 - June 7, 2004

GOLDMAN SACHS & CO. LLC

RIA

CRD#: 361

SALT LAKE CITY, UT

Past

July 31, 2000 - June 7, 2004

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

December 5, 1996 - July 26, 2000

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NARUS FINANCIAL PARTNERS, LLC

CLEARSTONE CAPITAL MANAGEMENT, LLC | NARUS FINANCIAL PARTNERS, LLC

CRD#: 173534 / SEC#: 801-80500

RIA

Registered Investment Advisory firm - (10/27/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(10/27/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/6/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/23/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/3/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/25/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 9/12/2001

General Securities Sales Supervisor - Options Module Examination

Current Firm

NARUS FINANCIAL PARTNERS, LLC

CLEARSTONE CAPITAL MANAGEMENT, LLC | NARUS FINANCIAL PARTNERS, LLC

CRD#: 173534 / SEC#: 801-80500

RIA

Registered Investment Advisory firm - (10/27/2014 Approved)

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Contact information

Main Address

1245 E. Brickyard Road Suite 160, Salt Lake City, UT 84106

Mailing Address

Phone number

(866) 534-0530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/27/2025)

Regulatory assets under management

Total Number of Accounts	197
AUM (Assets Under Management)	$ 467,737,201

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jared D. Stubbs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Daniel Stubbs's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE PLANNING

GUARDIAN WEALTH MANAGEMENT

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

GOLDMAN SACHS & CO. LLC

GOLDMAN SACHS & CO. LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

NARUS FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/6/2000

Series 63

Date: 10/23/1996

Series 7

Date: 12/3/1996

Series 10

Date: 10/25/2001

Series 9

Date: 9/12/2001

Current Firm

NARUS FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NARUS FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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