Joseph
Pond
Ars Investment Advisors, Inc
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About this Advisor
Joseph Pond is a financial advisor who works out of Bountiful, Utah, with a total of 5 years of relevant experience. Pond is an employee of Ars Investment Advisors, Inc. Pond has gained experience at Securian Financial, Minnesota Life Insurance Company, Mainstreet Valuations, University Of Utah, Allegis Investment Advisors, Allegis Investment Services, Ars Investment Advisors, Inc and United Planners Financial Services. Pond has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas and Utah. Ars Investment Advisors, Inc is a financial advisory firm that has its headquarters in Bountiful, UT. The firm has a total of seven financial advisors. It administers $107 million in assets across its 513 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises one charities and foundations. Of its 513 customer accounts, just 7% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on the services. Fee types billed by Ars Investment Advisors, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ars Investment Advisors, Inc Brokerage Details
$107,435,000
7
513
$209,425
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joseph Pond Work History
Joseph has been registered as a financial advisor for 5 years.*
United Planners Financial Services
Ars Investment Advisors, Inc
Allegis Investment Advisors
Allegis Investment Services
Securian Financial
Minnesota Life Insurance Company
Mainstreet Valuations
University Of Utah
*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 Joseph Pond 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 Ars Investment Advisors, Inc
Bountiful, UT
Bountiful, UT
North Salt Lake, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, 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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