Investment adviser representative · Promontory Financial Planning, LLC
Jon Aaron Paulsen
CRD 5534292 · Farmington, UT
At a glance
Jon Aaron Paulsen is an investment adviser representative with Promontory Financial Planning, LLC in Farmington, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jon Aaron’s SEC record dates to 2023, about 3 years ago.
Current advisory firm
- Promontory Financial Planning, LLCSince January 2023Farmington, UT · $319M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.