Blake Ryan Jones
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Retirement Planning
- Tax Planning
- Financial Planning
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
POMEGRANATE FINANCIAL LLC
Contact Information
Main Address
Springville, UTPhone Number
(385) 398-4015# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
36AUM (Assets Under Management)
$8,241,308Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Florida | ERA - Active | 6/28/2023 |
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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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State Registrations and Notice Filings
(9/22/2022)
(6/8/2020)
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 May 2015About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Blake Ryan Jones's CRS (Customer Relationship Summary).
Services Offered by Blake
- Business Services
- Retirement Planning
- Tax Planning
- Financial Planning
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