Jaron Allen Munk
Financial advisor at Alliance Wealth Advisors, LLC /ut · Centerville, UT
Last updated 2026-10-10
Claim your profileJaron Allen Munk is a financial advisor at Alliance Wealth Advisors, LLC /ut in Centerville, UT, CRD 6219862. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2015-06-18.
Registration
- CRD number
- 6219862
- Registration status
- Active
- IAPD registration
- 2015-06-18
- Industry Experience
- 11 years
- Work Experience
- 11 years
- States registered
- TX, UT
Licenses and exams
- Series 65
- Series 63
Work history
- 2015-01 to 2018-06 · Allegis Investment Services · Logan, UT
- 2015-06 to 2018-06 · Allegis Investment Advisors, LLC · Logan, UT
- 2018-05 to 2020-02 · Ars Investment Advisors, Inc. · South Jordan, UT
- 2015-01 to 2020-02 · Summit Group Wealth Advisors · Logan, UT
- 2020-03 to 2020-11 · Jrs Wealth Management LLC · Bountiful, UT
- 2020-11 to 2021-11 · Townsquare Capital, LLC · Provo, UT
- 2020-12 to Present · Alliance Wealth Advisors, LLC · Centerville, UT
- 2021-05 to Present · Alliance Wealth Advisors, LLC · Centerville, UT
Current employment
- Alliance Wealth Advisors, LLC · Centerville, UT
Alliance Wealth Advisors, LLC /ut
- Regulatory AUM
- $551,968,986
- Registered advisors
- 12
- Offices
- 1
- Clients per advisor
- 64.2 (Moderate)
- Average AUM per client
- $716.8K (Low)
- High-net-worth client ratio
- 18.1% (Moderate)
Alliance Wealth Advisors, LLC /ut: advisors, services and reported ETF investments
About
Jaron Allen Munk is a financial advisor at Alliance Wealth Advisors, LLC, operating as Alliance Wealth Advisors, LLC /ut in Centerville, UT. Reported securities licenses include Series 65 and Series 63. The latest record indicates 11 years of industry experience and 11 years of reported work history. Reported roles include Townsquare Capital, LLC, Jrs Wealth Management LLC, Ars Investment Advisors, Inc., Summit Group Wealth Advisors, among others.
SEC disclosures list additional business and community activities: 1) 11/2020- Present: 2) independent insurance agent; Address is the same as office location.
Alliance Wealth Advisors, LLC /ut's firm-level Form ADV reports 12 advisors across 1 offices; approximately 64.2 clients per advisor, average assets per client of $716,843, and regulatory AUM of $552M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Educational Seminars or Workshops, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $389.1M across 62 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jaron Allen Munk personally.
Reported ETF positions
Alliance Wealth Advisors, LLC reports 62 ETF positions worth $389.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VONG — Vanguard Russell 1000 Growth ETF | $70.9M |
| VYM — Vanguard High Dividend Yield ETF | $51M |
| IVLU — iShares MSCI Intl Value Factor ETF | $29.8M |
| SPTS — State Street SPDR Portfolio Short Term Treasury ETF | $28.5M |
| IXUS — iShares Core MSCI Total International Stock ETF | $25.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Alliance Wealth Advisors, LLC's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $2.8M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $2.8M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $15.2M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $635.5K | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Alliance Wealth Advisors, LLC /ut on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
Location
1148 West Legacy Crossing Blvd., Centerville, UT 84014
12 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 801-683-6000
- Website: myretire.us
- Youtube
Official record
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