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Jon aaron Paulsen

Promontory Financial Planning, LLC

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About Jon aaron Paulsen

Jon aaron Paulsen is an Investment Advisor Representative at Promontory Financial Planning, LLC. He is licensed in Utah and has been in the financial services industry since 2008. Jon aaron has a Series 63, Series 65, and Series 7 license. Prior to his current position, he worked at Fidelity Brokerage Services LLC. Jon aaron specializes in Retirement planning, College savings and Financial planning. He has been with Promontory Financial Planning, LLC since January 2023 and currently manages over $280 million in assets for 570 clients.

Firm Information

Jon aaron Paulsen is currently registered with Promontory Financial Planning, LLC. Promontory Financial Planning, LLC is an investment advisor headquartered in Salt Lake City, Utah. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. They manage approximately $280 million in assets for 570 clients. The firm's client base includes high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

$280.00M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jon aaron Paulsen’s Registration & Firm History

UT

01/04/2023 - Present

Promontory Financial Planning, LLC (Farmington UT)

UT

07/15/2008 - 04/15/2009

FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)

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Licenses & Designations

IA

Issued 11/08/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jon aaron Paulsen.
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