Jonathon
Staats
Clarus Wealth Advisors, LLC
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About this Advisor
Jonathon Staats is a financial advisor who works out of Peoria, Arizona with 7 years of relevant experience. Staats is currently employed by Clarus Wealth Advisors, LLC. Over the course of their career, Staats has held roles at Metlife Securities Inc, Clarus Wealth Advisors, LLC, Crown Capital Securities, Lp, Wfg Advisors, Lp and Wfg Investments, Inc. Staats holds Series 66 and Series 63 licenses, which qualify them as a securities representative, and is able to serve investors in Arizona. Clarus Wealth Advisors, LLC is a financial advisory business based out of Peoria, AZ. The investment advisory business has a total of 12 advisors. It handles $200 million in assets under management between its 1,022 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves one charities and foundations. Of its 1,022 accounts, just 4% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees are based on which services the firm provides the client. Fee types billed by Clarus Wealth Advisors, LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clarus Wealth Advisors, LLC Brokerage Details
$200,340,862
12
1,022
$196,028
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonathon Staats Work History
Jonathon has been registered as a financial advisor for 7 years.*
Crown Capital Securities, Lp
Clarus Wealth Advisors, LLC
Wfg Advisors, Lp
Wfg Investments, Inc
Metlife Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathon Staats to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clarus Wealth Advisors, LLC
Castle Rock, CO
Peoria, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
Castle Rock, CO
Chandler, AZ
Peoria, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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