Jonathon Allen Staats

Employer firm

Clarus Wealth Advisors, LLC CRD 281160

$305M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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 → 08/2017
  Wfg Investments, Inc.
  Peoria, AZ
• 10/2014 → 08/2017
  Wfg Advisors, Lp
  Peoria, AZ
• 10/2016 → Present
  Clarus Wealth Advisors, Llc
  Peoria, AZ
• 08/2017 → 10/2023
  Crown Capital Securities, Lp
  Orange, CA
• 10/2023 → Present
  Private Client Services
  Peoria, AZ

Previous Registrations

• 2014-11-13 → 2017-08-31
  Wfg Advisors, Lp
  Peoria, AZ

Other Businesses

1) Clarus Wealth Advisors. 9125 W Thunderbird Rd, Suite 100, Peoria, AZ 85381. RIA. 40 hrs/mo; 2 during trading hrs. 2) Heritage Captial Group LLC. DBA. 3) Bell & Associates/ASH. 14425 N 7th St, #101, Phoenix, AZ 85022. Fixed insurance and fixed annuity business. 12 hrs/mo; 1 during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-15
• S63 Uniform Securities Agent State Law Examination
  2004-05-28

Other Names

• Jonathon A Staats