CCO · Diversify Advisory Services, LLC
Jason Anderson
CRD 5867122 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Diversify Advisory Services, LLC, an SEC-registered wealth manager based in South Jordan, UT with $4.6 billion in regulatory assets, lists Jason Anderson on its Form ADV as CCO, a control person. The SEC filings also name Jason at 1 other registered adviser.
Firms and roles
- Diversify Advisory Services, LLCCCOWealth manager · South Jordan, UT · $4.6B in regulatory assets
- Diversify Wealth Management, LLCChief Compliance OfficerWealth manager · South Jordan, UT · $4.1B in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ryan O. SmithPresident, Diversify Advisory Services, LLC
- John B. AndersonCOO, Diversify Advisory Services, LLC
- Bryant ArmstrongCFO, Diversify Advisory Services, LLC
- David J. WrigleyChief Investment Officer, Diversify Advisory Services, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.