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- Custodian
- Betterment · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-05-2020
- Office Locations
- 1
Office Locations
About Pomegranate Financial LLC
Pomegranate Financial is a Utah-based, fee-only fiduciary planning firm led by CFP professional and IRS Enrolled Agent Blake Jones. The practice focuses on simplifying clients’ financial lives with integrated tax strategy, debt optimization, and investment planning tailored to individual goals. The firm is active in advisor communities (e.g., XY Planning Network/NAPFA) and has been cited in outlets including NerdWallet and the Associated Press.
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Investment Themes
Investment Vehicles
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Owner & Executives
BLAKE RYAN JONES
Chief Compliance Officer, Founder, President
- CRD
- #6328539
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,241,308 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,241,308 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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