Jason Anderson
Investment adviser representative at Diversify Wealth Management, LLC
16 yearsExperience
3 statesRegistered in
$4.1BFirm assets
2 yearsFirm in business
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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
16 years in the industry.
- Diversify Wealth Management, LLCFeb 2024 to now
- Diversify Advisory ServicesSep 2023 to now
- Dfpg Investments, LLCAug 2022 to now
- Fidelity InvestmentsJul 2021 to Jul 2022
- Morgan StanleyJul 2017 to Jun 2021
- Fidelity InvestmentsNov 2010 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (NE, UT, WA).
Diversify Wealth Management, LLC
$4.1BAssets managed
4,857Clients
78Advisers
2 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
- 5867122
- Firm CRD
- 329878