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Jaron Heber Poulson

Jhp Planning, LLC

Salt Lake City, UT

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Current Employers
Jhp Planning, Llc

5505 South 900 East Suite 120, Salt Lake City, UT 84117 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-03-09
TX RA APPROVED 2025-08-13
UT RA APPROVED 2025-08-13
  • NV RA
    APPROVED
    Since 2026-03-09
  • TX RA
    APPROVED
    Since 2025-08-13
  • UT RA
    APPROVED
    Since 2025-08-13

Branch Locations

5505 South 900 East Suite 120, Salt Lake City, UT 84117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network San Diego CA 09/2016 Present
Jhp Planning, Llc South Lake City UT 08/2025 Present
Previous Registrations
Other Businesses

1) Fixed Insurance Sales, as an Agent, under the name JHP Planning, LLC; Conducted at branch location; Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-01
S63 Uniform Securities Agent State Law Examination 2001-04-14
  • S65 Uniform Investment Adviser Law Examination
    2004-09-01
  • S63 Uniform Securities Agent State Law Examination
    2001-04-14
Designations
Other Names
  • Jaron Poulson

View on SEC IAPD

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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
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