Jaron Allen Munk
Professional Summary
Jaron Allen Munk, who also goes by Jaron Munk, is a registered financial advisor currently at ALLIANCE WEALTH ADVISORS, LLC located in Centerville, Utah. Jaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jaron has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jaron Munk
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Videos & Posts
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OSAIC WEALTH, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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OSAIC WEALTH, INC.
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Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
ALLIANCE WEALTH ADVISORS, LLC | MYRETIRE
Contact Information
Main Address
1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014Phone Number
(801) 683-6000# of Employees
19SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,961AUM (Assets Under Management)
$551,968,986Similar Advisors
OSAIC WEALTH, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ALLIANCE WEALTH ADVISORS, LLC | MYRETIRE
State Registrations and Notice Filings
(6/25/2021)
(6/25/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2015About the Series 6 examSimilar Advisors
OSAIC WEALTH, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Jaron Allen Munk's CRS (Customer Relationship Summary).
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OSAIC WEALTH, INC.
