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Jason Daniel Zivich

Diversify Advisory Services, LLC

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About Jason Daniel Zivich

Jason Zivich is a financial advisor with Diversify Advisory Services, LLC. Jason is a registered investment advisor in California and Texas. Jason has been in the financial industry since 2009. Prior to joining Diversify Advisory Services, LLC, Jason worked at J.P. Morgan Securities LLC, WealthSource Partners, LLC, and DFPG Investments, LLC. Jason specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jason is dedicated to helping clients reach their financial goals.

Firm Information

Jason Zivich is currently registered with Diversify Advisory Services, LLC. Diversify Advisory Services, LLC is a registered investment advisor headquartered in Sandy, UT, with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. The firm, with over 81 licensed agents and 127 registered representatives, manages over $2.8 billion in assets and offers various advisory services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
Diversify Advisory Services, LLC

9017 S RIVERSIDE DR.

SANDY, UT 84070

$2.87B

Assets Under Management

30

Total Clients

106

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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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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Jason Zivich’s Registration & Firm History

UT

08/30/2024 - Present

Diversify Advisory Services, LLC (SANDY UT)

CA

10/01/2012 - 11/01/2019

J.P. MORGAN SECURITIES LLC (MANHATTAN BEACH CA)

CA

07/26/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (LOS ANGELES CA)

CA

02/04/2011 - 07/24/2012

WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)

CA

03/20/2009 - 02/03/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 04/09/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Daniel Zivich.
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