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Joseph Ellis

Diversify Advisory Services, LLC

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About Joseph Ellis

Joseph Ellis is a financial advisor who has been in the industry since 2007. Joseph is a Certified Financial Planner™ professional and holds the Series 7 and Series 66 licenses. Joseph is currently registered with Diversify Advisory Services, LLC. Joseph has experience working with individuals, businesses, and pension plans. Joseph provides a variety of financial services including financial planning, portfolio management, and selection of other advisors. Joseph is dedicated to helping his clients achieve their financial goals.

Firm Information

Joseph Ellis 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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Joseph Ellis’s Registration & Firm History

CA

12/22/2023 - Present

Diversify Advisory Services, LLC (San Jose CA)

CA

02/10/2015 - 12/18/2015

SECURITIES AMERICA, INC. (SAN DIEGO CA)

CA

11/18/2014 - 12/10/2014

PARK AVENUE SECURITIES LLC (SAN DIEGO CA)

CA

02/06/2014 - 09/11/2014

FIRST ALLIED SECURITIES, INC. (SAN JOSE CA)

CA

03/13/2007 - 02/13/2012

METLIFE SECURITIES INC. (SAN DIEGO CA)

CA

03/13/2007 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 11/11/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Ellis.
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