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Jessica Bonnett

Jessica Bonnett

TRIAD WEALTH PARTNERS | Investment Consultant
Clearfield, UT 84015
Some features on this profile are disabled
CRD#: 6484200
Jessica Bonnett

Professional summary

Jessica Bonnett, who also goes by Jessica Zaklin Bonnett, is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Clearfield, Utah.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jessica has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Biography

As a Investment Consultant, it is my goal to help my clients design and execute financial plans to help them work towards their goals.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jessica Zaklin Bonnett

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Bonnett'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

Education

Western Governors University

Bachelor of Business Administration - Business Administration

Experience

Current

March 23, 2026 - Present

TRIAD WEALTH PARTNERS, LLC

Office #1: 49 W 300 N, Clearfield, UT 84015
RIA
CRD#: 326523
Clearfield, UT
Past

March 31, 2025 - May 28, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
NORTH SALT LAKE, UT
Past

August 3, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SALT LAKE CITY, UT
Past

July 15, 2022 - May 28, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT
Past

December 13, 2016 - June 7, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SALT LAKE CITY, UT
Past

June 8, 2015 - June 7, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SALT LAKE CITY, 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".
TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL

CRD#: 326523 / SEC#: 801-128150

RIA
Registered Investment Advisory firm - (6/9/2023 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
Utah
(3/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/13/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/17/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/6/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/8/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL

CRD#: 326523 / SEC#: 801-128150

RIA
Registered Investment Advisory firm - (6/9/2023 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
730 New Hampshire St., Unit 222, Lawrence, KS 66044
Mailing Address
Phone number
(785) 830-0000
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (37 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRIAD WEALTH PARTNERS INSTITUTIONAL RIA (3/26/2025)
TRIAD WEALTH PARTNERS ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts2,978
AUM (Assets Under Management)$ 424,994,398

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.

Company Information

TRIAD WEALTH PARTNERS, LLC

Investment ConsultantCRD#: 326523Clearfield, UT 84015

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Contact information

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