Jaron A. Munk

ALLIANCE WEALTH ADVISORS

CENTERVILLE, UT 84014

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CRD#: 6219862

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jaron Munk

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) 11/2020- present, AWA Planning; employee offering life and annuity products and also use this name for marketing when doing TownSquare fee business. 2) Independent insurance agent. Address is the same as office location. Investment-related. Position held-Insurance Agent. Nature of business Individual producer offering fixed life and annuities. 5 hrs per month all during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaron Allen Munk'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

June 25, 2021 - Present

ALLIANCE WEALTH ADVISORS, LLC

Office #1: 1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014

RIA

CRD#: 314668

CENTERVILLE, UT

Past

December 2, 2020 - November 22, 2021

TOWNSQUARE CAPITAL, LLC

RIA

CRD#: 288576

BOUNTIFUL, UT

Past

March 12, 2020 - December 3, 2020

JRS WEALTH MANAGEMENT LLC

RIA

CRD#: 306294

SOUTH JORDAN, UT

Past

May 24, 2018 - February 19, 2020

ARS INVESTMENT ADVISORS, INC.

RIA

CRD#: 293750

BOUNTIFUL, UT

Past

June 18, 2015 - June 20, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

LOGAN, UT

Past

February 19, 2015 - November 8, 2018

ALLEGIS INVESTMENT SERVICES, LLC

CRD#: 168557

North Logan, UT

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".

ALLIANCE WEALTH ADVISORS, LLC

ALLIANCE WEALTH ADVISORS, LLC | MYRETIRE

CRD#: 314668 / SEC#: 801-121605

RIA

Registered Investment Advisory firm - (6/25/2021 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

Texas
(6/25/2021)

IAR

Utah
(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

State Security Law Exam

IAR

Series 65

Date: 6/17/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/2/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/19/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALLIANCE WEALTH ADVISORS, LLC

ALLIANCE WEALTH ADVISORS, LLC | MYRETIRE

CRD#: 314668 / SEC#: 801-121605

RIA

Registered Investment Advisory firm - (6/25/2021 Approved)

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Contact information

Main Address

1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014

Mailing Address

Phone number

(801) 683-6000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALLIANCE WEALTH ADVISORS, LLC ADV BROCHURE (10/24/2025)

Regulatory assets under management

Total Number of Accounts	1,530
AUM (Assets Under Management)	$ 439,486,365

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 A. Munk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaron Allen Munk's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOWNSQUARE CAPITAL, LLC

JRS WEALTH MANAGEMENT LLC

ARS INVESTMENT ADVISORS, INC.

ALLEGIS INVESTMENT ADVISORS, LLC

ALLEGIS INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

ALLIANCE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/17/2015

Series 63

Date: 4/2/2015

SIE

Date: 10/1/2018

Series 6

Date: 2/19/2015

Current Firm

ALLIANCE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLIANCE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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