Jonathon A. Staats

CLARUS WEALTH ADVISORS

Peoria, AZ 85381

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CRD#: 4762181

Professional summary

Jonathon Allen Staats, who also goes by Jonathon A Staats, is a registered financial advisor currently at CLARUS WEALTH ADVISORS, LLC located in Peoria, Arizona and PRIVATE CLIENT SERVICES, LLC located in Peoria, Arizona.

Jonathon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jonathon has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathon A Staats

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) Clarus Wealth Advisors. 9125 W Thunderbird Rd, Suite 100, Peoria, AZ 85381. RIA. 40 hrs/mo; 2 during trading hrs. 2) Heritage Captial Group LLC. DBA. 3) Bell & Associates/ASH. 14425 N 7th St, #101, Phoenix, AZ 85022. Fixed insurance and fixed annuity business. 12 hrs/mo; 1 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Allen Staats'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 24, 2016 - Present

CLARUS WEALTH ADVISORS, LLC

Office #1: 9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381

RIA

CRD#: 281160

Peoria, AZ

Current

October 31, 2023 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 9125 W Thunderbird Rd, Ste 100, Peoria, AZ 85381

RIA

CRD#: 120222

Peoria, AZ

Past

August 29, 2017 - November 7, 2023

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

Peoria, AZ

Past

November 13, 2014 - August 31, 2017

WFG ADVISORS, LP

RIA

CRD#: 125073

PEORIA, AZ

Past

October 30, 2014 - August 31, 2017

WFG INVESTMENTS, INC.

CRD#: 22704

PEORIA, AZ

Past

July 14, 2004 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

PHOENIX, AZ

Past

July 14, 2004 - November 6, 2014

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

TEMPE, AZ

Past

May 18, 2004 - June 21, 2004

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

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".

CLARUS WEALTH ADVISORS, LLC

CRD#: 281160 / SEC#: 801-110156

RIA

Registered Investment Advisory firm - (3/20/2017 Approved)

Arizona

Registered Investment Advisory firm - (3/23/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(10/31/2023)

IAR

Arizona
(10/24/2016)

Arizona
(10/31/2023)

Arkansas
(10/31/2023)

California
(10/31/2023)

Colorado
(10/31/2023)

Florida
(10/31/2023)

Illinois
(5/12/2025)

Michigan
(10/31/2023)

Montana
(10/31/2023)

New Jersey
(10/31/2023)

New Mexico
(10/31/2023)

Texas
(10/31/2023)

Wisconsin
(10/31/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/15/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/28/2004

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: 5/17/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CLARUS WEALTH ADVISORS, LLC

CRD#: 281160 / SEC#: 801-110156

RIA

Registered Investment Advisory firm - (3/20/2017 Approved)

Arizona

Registered Investment Advisory firm - (3/23/2017 Terminated)

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Contact information

Main Address

9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381

Mailing Address

Phone number

(623) 583-6840

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B 2025 (3/11/2025)

Regulatory assets under management

Total Number of Accounts	918
AUM (Assets Under Management)	$ 256,942,795

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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Firm Stability Insights

Jonathon A. Staats

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Allen Staats's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

CROWN CAPITAL SECURITIES, L.P.

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

WS GRIFFITH SECURITIES, INC.

Primary Firm SEC Registration

CLARUS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/15/2014

Series 63

Date: 5/28/2004

SIE

Date: 10/1/2018

Series 7

Date: 5/17/2004

FINRA

Current Firm

CLARUS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLARUS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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