Jaron Poulson
Advisor at JHP Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JHP Planning, LLC
Location
Salt Lake City, UT 84117
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
About
Jaron Poulson is a CFP® professional with 24 years of experience in the financial services industry. He is the principal of JHP Planning, LLC, an independent advisory firm based in Salt Lake City, UT. His prior experience includes roles at Commonwealth Financial Network and MML Investor Services. Poulson is also a licensed insurance agent conducting fixed insurance sales under his firm’s name. JHP Planning, LLC provides investment advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, offering portfolio management, comprehensive financial planning, and pension consulting. The firm customizes investment policy statements and employs a combination of modern portfolio theory, fundamental, technical, and quantitative analysis through the AssetMark platform.
Client services
Based on JHP Planning, LLC
Financial planning
Portfolio management
Selection of other advisers
Fee options
Fixed fee for creating financial plans: $700 to $3,500.
$1,000 - $250,000: 1.15% annually $250,001 - $750,000: 1.05% annually $750,001 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $5,000,000: 0.65% annually
Up to 1.5% commission for annuity sales through Halo Securities, LLC.
$200 per hour for ad-hoc financial planning or consulting services.
Account minimum: $1,000 Fee-only: Fixed fees between $700 and $3,500 for financial plans; $200 per hour for additional planning services.
Location
5505 South 900 East, Suite 120
Salt Lake City, UT 84117
Most active in
Jaron P has reported serving >5 clients in these states in the last 12 months.
Nevada · Texas · Utah
Work history
JHP Planning, LLC
2025 - Present (1 year)
Commonwealth Financial Network
2016 - Present (10 years)
MML investor services
2008 - 2016 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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