A complete list of active advisors currently associated with JHP Planning, LLC

Warmer can help you find a great advisor at JHP Planning, LLC or one who fits your needs even better.

JHP Planning, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers ongoing portfolio management on the AssetMark platform, pension consulting, comprehensive financial planning, optional estate-planning services delivered through Encore Estate Plans, and facilitates annuity sales in coordination with Halo Securities, LLC. The firm implements model allocations and third‑party strategist portfolios using modern portfolio theory, quantitative analysis, and a long‑term trading orientation; trade execution and rebalancing are performed by AssetMark and its strategists. Client programs are tailored at the household level, documented for risk tolerance and objectives, reviewed at least annually, and reported to clients on a quarterly custodial basis. Notable distinctions include the firm’s advisor being a licensed insurance agent who offers insurance and annuity products alongside advisory services — a relationship the brochure discloses creates potential conflicts of interest that are disclosed and managed. The firm also makes use of an external wrap platform rather than executing trades in‑house and supplements planning engagements with optional estate-plan packages (will- or trust-based plans, visual summaries, and deed preparation) through a third‑party provider.

To learn more about the advisors currently working at JHP Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jaron Poulson	Salt Lake City, UT	25

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