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Jared Marshall Clayton

Fortius Financial Advisors, LLC

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About Jared Marshall Clayton

Jared Clayton is an investment advisor representative for Fortius Financial Advisors, LLC and has been in the industry for over 20 years. He has also been a member of the Sandy, Utah City Planning Commission since 2013. His current registration is active with the state of Utah. Jared Clayton's experience includes working with various financial institutions such as AXA Advisors, LLC and Fidelity Brokerage Services LLC. He specializes in portfolio management for individuals, businesses and pooled investment vehicles. Jared Clayton holds a Series 7 license and is a Registered Representative in the state of Utah.

Firm Information

Jared Clayton is currently registered with Fortius Financial Advisors, LLC. Fortius Financial Advisors, LLC is an investment advisor with 2 licensed agents and 2 investment adviser representatives. They manage approximately $11,487,622 in regulatory assets under management, primarily for individuals. The firm offers a range of services including pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.

$11.49M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jared Clayton’s Registration & Firm History

UT

08/02/2010 - Present

Fortius Financial Advisors, LLC (SALT LAKE CITY UT)

UT

12/17/2007 - 01/30/2008

AXA ADVISORS, LLC (SALT LAKE CITY UT)

UT

03/03/2000 - 05/09/2007

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 10/23/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/16/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Marshall Clayton.
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