Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Anderson is a registered representative with Diversify Advisory Services, LLC and Diversify Wealth Management, LLC. Jason is active in the financial industry since 2011 and holds several licenses and certifications, including Series 7, Series 10, Series 9, Series 24, Series 63, Series 66, and SIE. Jason is also registered in 51 states and the District of Columbia. Jason specializes in providing financial planning, portfolio management, and selection of other advisers to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
UT
09/25/2024 - Present
Diversify Advisory Services, LLC (SANDY UT)
UT
08/23/2021 - 07/06/2022
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
09/08/2017 - 06/23/2021
MORGAN STANLEY (SOUTH JORDAN UT)
UT
01/28/2011 - 07/24/2017
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 10/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/14/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/16/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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