Jonathon Allen Staats
Investment Adviser Representative at Clarus Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathon Allen Staats is an investment adviser representative with Clarus Wealth Advisors, LLC in Peoria, AZ, where they have been registered since 2016. They have worked in the securities industry since 2004 and were previously registered with WFG Advisors, LP. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
- Broker:
14 states and territories
Alabama, Arizona, Arkansas, California, Colorado, Florida, Illinois, Michigan, Montana, New Jersey, New Mexico, Texas, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- WFG Investments, Inc.Oct 2014 – Aug 2017Peoria, AZ
- WFG Advisors, LPOct 2014 – Aug 2017Peoria, AZ
- Clarus Wealth Advisors, LLCOct 2016 – no end date reportedPeoria, AZ
- Crown Capital Securities, LPAug 2017 – Oct 2023Orange, CA
- Private Client ServicesOct 2023 – no end date reportedPeoria, AZ
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Clarus Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Peoria, AZ
- SEC file number:
- 801-110156
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 7, 2026
View full firm profileOther advisors at Clarus Wealth Advisors, LLC
11 other advisors in the directory
Similar advisors in Peoria, AZ
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathon Allen Staats has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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