Jared
Stubbs
Narus Financial Partners, LLC
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About this Advisor
Jared Stubbs is a financial advisor who works in Salt Lake City, Utah who has 9 years of relevant experience. Stubbs currently works for Narus Financial Partners, LLC. During their career, Stubbs has held roles at Guardian Wealth Management, Clearstone Capital Management and Creative Planning. Stubbs holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to work in Utah. Narus Financial Partners, LLC is a financial advisory company based in Salt Lake City, UT. It has offices in two locations and a total of seven advisors. It has $319 million in assets under management among its 442 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advice to four charitable organizations. Of its 442 accounts, 33% belong to high-net-worth investors who have at least $1 million in investable assets. Narus Financial Partners, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules depend on the type of financial services. However, fees billed by Narus Financial Partners, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Narus Financial Partners, LLC Brokerage Details
$318,996,775
7
442
$721,712
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Jared Stubbs Work History
Jared has been registered as a financial advisor for 9 years.*
Clearstone Capital Management
Creative Planning
Guardian Wealth Management
*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 Jared Stubbs 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 Narus Financial Partners, LLC
Topock, AZ
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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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