Inactive

Jon Aaron Paulsen

Promontory Financial Planning, LLC

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Current Employers

Promontory Financial Planning, Llc

240 N. East Promontory Suite 200, Farmington, UT 84025 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2023-01-04

UT RA
APPROVED

Since 2023-01-04

Branch Locations

Farmington, UT • United States

240 N. East Promontory Suite 200, Farmington, UT 84025 • 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

Organization	City	State	From	To
Promontory Financial Planning	Farmington	UT	01/2023	Present
Zions Bank	Salt Lake City	UT	03/2012	10/2022

01/2023 → Present

Promontory Financial Planning

Farmington, UT
03/2012 → 10/2022

Zions Bank

Salt Lake City, UT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-11-08
S63	Uniform Securities Agent State Law Examination	2008-07-25

S65 Uniform Investment Adviser Law Examination

2022-11-08
S63 Uniform Securities Agent State Law Examination

2008-07-25

View on SEC IAPD

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