Blake R. Jones
POMEGRANATE FINANCIAL LLC
Springville, UT
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CRD#: 6328539
Professional summary
Blake Ryan Jones, CFP® is a registered financial advisor currently at POMEGRANATE FINANCIAL LLC located in Springville, Utah.
Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Blake has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Biography
My name is Blake Jones, CFP®, EA. I am a fiduciary. I started Pomegranate Financial after being inspired by XYPN and Carl Richards . I graduated from Brigham Young University with a BA in International Relations (2015). My career experience has been perfect to allow me to help business owners plan comprehensively. With experience at Northwestern Mutual with investments & insurance, banking & debt management at US Bank, and tax preparation & tax planning at Dave Jones Accounting Services I have been able to see how all aspects of finances can function optimally.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Small Business Planning
Retirement Planning
Tax Planning
Debt Management
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
Fixed Fee (Subscription, Retai...
Middle Income Client Needs
Tax Planning
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.
Blake Jones is currently employed as a Tax Preparer at Pomegranate Taxes. This activity accounts for approximately 20% of his time, 10 hours per week during market trading hours. Blake Jones is currently a licensed insurance agent, however, he no longer sells any insurance products, and is not affiliated with any insurance companies. Blake Jones will not sell any insurance products to clients or prospective clients of PF. Blake Jones is currently employed as Director/VP of Home Runs 4 Adoption, Inc. This activity accounts for approximately 20 hours per year and no time during trading hours. Clients are not solicited to invest in Home Runs 4 Adoption. Blake Jones is contracted out as a financial planner for Origin Financial. This activity accounts for approximately 15 hours per week during market trading hours. Blake Jones is currently employed as Owner of The Cabinet Room: A Presidential Card Game Inc. This activity accounts for approximately 5 hours per month and no time during trading hours. Clients are not solicited to invest in The Cabinet Room: A Presidential Card Game Inc.
CRS (Client Relationship Summary) - RIA
Click below to view Blake Ryan Jones'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®
Start date: 2020
Experience
Current
June 8, 2020 - Present
POMEGRANATE FINANCIAL LLC
RIA
CRD#: 308992
Springville, UT
Past
December 14, 2017 - February 26, 2020
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
SAINT PAUL, MN
Past
May 21, 2015 - October 30, 2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
PROVO, UT
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(9/22/2022)
IAR
Utah(6/8/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
POMEGRANATE FINANCIAL LLC
POMEGRANATE FINANCIAL LLC
CRD#: 308992 / SEC#:
Texas
Registered Investment Advisory firm - (9/22/2022 Conditional Restricted)Utah
Registered Investment Advisory firm - (6/5/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Springville, UT
Mailing Address
Phone number
(385) 398-4015
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 34 |
| AUM (Assets Under Management) | $ 2,501,000 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Florida | ERA - Active | 6/28/2023 |
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.
