Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason McMullin is an investment advisor representative with Diversify Wealth Management, LLC. Jason has been in the financial services industry since 2001. Jason is registered with the state of Utah as an investment adviser representative and holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Diversify Wealth Management, LLC is a Registered Investment Advisor that specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm has over $458 million in assets under management.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
03/05/2024 - Present
Diversify Wealth Management, LLC (742 N 530 E OREM, UT, USA, 84097 UT)
UT
06/30/2008 - 09/30/2011
TRIAD ADVISORS, INC. (OREM UT)
UT
06/01/2005 - 07/28/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (OREM UT)
CA
08/26/2004 - 06/27/2005
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
GA
04/12/2002 - 07/06/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
09/07/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 07/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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