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Jared Michael La blue

Diversifi Capital LLC

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About Jared Michael La blue

Jared Michael La blue is an investment advisor representative with Diversifi Capital LLC. Jared Michael La blue has been in the financial services industry since April 2015. Jared Michael La blue has passed the Series 65 Uniform Investment Adviser Law Examination and is currently registered with the states of California and Texas. Jared Michael La blue is a financial advisor who provides financial planning, portfolio management services for individuals and pooled investment vehicles. Diversifi Capital LLC is a registered investment advisor with the Securities and Exchange Commission. Diversifi Capital LLC primarily manages assets for high net worth individuals, charitable organizations, and pooled investment vehicles.

Firm Information

Jared La blue is currently registered with Diversifi Capital LLC. Diversifi Capital LLC is an investment advisory firm headquartered in LOS ALTOS, CA. They offer financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. The firm has approximately $287.6 million in regulatory assets under management and serves a diverse client base, including individuals, pooled investment vehicles, and charitable organizations.
Diversifi Capital LLC

4546 EL CAMINO REAL B10

LOS ALTOS, CA 94022

$287.61M

Assets Under Management

255

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jared La blue’s Registration & Firm History

CA

12/22/2023 - Present

Diversifi Capital LLC (LOS ALTOS CA)

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Licenses & Designations

IA

Issued 07/27/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Michael La blue.
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