(435) 753-4720 office
(435) 535-6668 cell

jaron.munk@allegisis.com
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Jaron Munk

Financial Advisor

Year started in Industry: 2012
Education: M.B.A. Foundation Series from Wharton Business School – University of Pennsylvania
B.S., Finance – Jon M. Huntsman School of Business – Utah State University
B.S., Economics – Jon M. Huntsman School of Business – Utah State University
Other Experience: Worked in the Farm Credit System helping valuate farm land, assets, and create financials in the Northwest states
Securities Registration: FINRA Series 6, 63, 65
Insurance Licenses: Life, Annuity, Health & Disability, Property & Casualty
Other Certifications: Bloomberg Certified (Stock & Bond Research)

Bio: Jaron provides comprehensive full service wealth management & wealth protection and is dedicated to serving his clients as they make wise decisions regarding their wealth. Jaron and his team of specialists help their clients in business succession, investment management, financial independence, retirement transitions, tax reduction strategies, risk management, and estate planning. Having been raised on a successful dairy farm operation in Northern Utah, Jaron has specialized in helping agricultural businesses with risk management and passing business interests on to heirs as efficiently as possible.

Jaron and his wife, Whitney, have lived in Cache Valley most of their lives and have one son. Their hobbies include spending time with family, snowmobiling, four-wheeling, charitable interests, and traveling.