Jarad Michael Minsky
Investment adviser representative at Diversify Advisory Services, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.6BFirm assets
Are you Jarad Michael Minsky? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Diversify Advisory Services, LLCSep 2026 to now
- Minsky Financial Group, LLCMar 2021 to now
- Commonwealth Financial NetworkFeb 2023 to Sep 2026
- Doyle & Minsky Financial, LLCMar 2012 to Jun 2022
- Eagle Strategies LLCDec 2008 to Feb 2023
- Nylife SecuritiesJun 2006 to Feb 2023
- New York Life Insurance CoMay 2006 to Feb 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (MA).
Diversify Advisory Services, LLC
$4.6BAssets managed
5,322Clients
99Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5142991
- Firm CRD
- 326060