Jaron H. Poulson

JHP PLANNING

SALT LAKE CITY, UT 84117

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CRD#: 4277537

Professional summary

Jaron Heber Poulson, CFP®, who also goes by Jaron Poulson, is a registered financial advisor currently at JHP PLANNING, LLC located in Salt Lake City, Utah.

Jaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jaron has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jaron Poulson

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.

1) Fixed Insurance Sales, as an Agent, under the name JHP Planning, LLC; Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaron Heber Poulson's 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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

August 13, 2025 - Present

JHP PLANNING, LLC

Office #1: 5505 South 900 East Suite 120, Salt Lake City, UT 84117

RIA

CRD#: 336436

SALT LAKE CITY, UT

Past

August 17, 2016 - August 13, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Salt Lake City, UT

Past

August 12, 2016 - August 13, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Salt Lake City, UT

Past

July 9, 2008 - August 26, 2016

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SALT LAKE CITY, UT

Past

July 3, 2008 - August 26, 2016

MML INVESTORS SERVICES, LLC

CRD#: 10409

SALT LAKE CITY, UT

Past

October 3, 2007 - June 23, 2008

INSPHERE SECURITIES, INC.

RIA

CRD#: 136433

OREM, UT

Past

July 20, 2007 - June 23, 2008

INSPHERE SECURITIES, INC.

CRD#: 136433

OREM, UT

Past

June 23, 2005 - October 3, 2007

ALLEGIS ADVISORS, INC.

RIA

CRD#: 131242

SALT LAKE CITY, UT

Past

April 22, 2005 - June 20, 2005

EQUITY SERVICES, INC.

RIA

CRD#: 265

OREM, UT

Past

April 14, 2005 - August 9, 2007

EQUITY SERVICES, INC.

CRD#: 265

OREM, UT

Past

September 10, 2004 - March 24, 2005

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SALT LAKE CITY, UT

Past

February 21, 2003 - March 24, 2005

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

October 5, 2001 - March 27, 2003

TRUSTED SECURITIES ADVISORS CORP.

CRD#: 24049

NEW YORK, NY

Past

April 2, 2001 - February 18, 2003

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

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

Texas
(8/13/2025)

IAR

Utah
(8/13/2025)

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 65

Date: 9/1/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/14/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/31/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/28/2006

General Securities Principal Examination

Current Firm

JHP PLANNING, LLC

CRD#: 336436 / SEC#:

Texas

Registered Investment Advisory firm - (5/9/2025 Conditional Restricted)

Utah

Registered Investment Advisory firm - (8/13/2025 Approved)

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Contact information

Main Address

5505 South 900 East Suite 120, Salt Lake City, UT 84117

Mailing Address

Phone number

(385) 388-4386

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Jaron H. Poulson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaron Heber Poulson's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

INSPHERE SECURITIES, INC.

INSPHERE SECURITIES, INC.

ALLEGIS ADVISORS, INC.

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

TRUSTED SECURITIES ADVISORS CORP.

MONY SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 9/1/2004

Series 63

Date: 4/14/2001

SIE

Date: 10/1/2018

Series 7

Date: 12/21/2004

Series 6

Date: 3/31/2001

Series 24

Date: 2/28/2006

Current Firm

JHP PLANNING, LLC

Contact information

Documents

Red Flags

Company Information

JHP PLANNING, LLC

TRUST BUT VERIFY

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