Jared Daniel Stubbs

Employer firm

Narus Financial Partners, LLC CRD 173534

$559M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• INVESTMENT CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Narus Financial Partners, Llc F/K/A Clearstone Capital Mgmt.
  Bountiful, UT

Previous Registrations

• 2013-07-23 → 2014-09-23
  Creative Planning
  Centerville, UT
  Overland Park, KS
• 2012-02-09 → 2013-07-29
  Guardian Wealth Management
  Salt Lake City, UT
• 2004-06-10 → 2012-01-19
  Charles Schwab & Co., Inc.
  Salt Lake City, UT
  Cottonwood Heights, UT
• 2001-08-17 → 2004-06-07
  Goldman Sachs & Co. Llc
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2000-12-06
• S63 Uniform Securities Agent State Law Examination
  1996-10-23