Jonathon Allen Staats
Investment adviser representative at Clarus Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$305.2MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Private Client ServicesOct 2023 to now
- Clarus Wealth Advisors, LLCOct 2016 to now
- Crown Capital Securities, LPAug 2017 to Oct 2023
- Wfg Advisors, LPOct 2014 to Aug 2017
- Wfg Investments, Inc.Oct 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Clarus Wealth Advisors, LLC
$305.2MAssets managed
503Clients
12Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4762181
- Firm CRD
- 281160