Ana Lilian Jovel
Investment adviser representative at Diversify Wealth Management, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Diversify Wealth Management, LLCFeb 2024 to now
- Firstpurpose WealthJan 2021 to Feb 2024
- Elwood StaffingOct 2020 to Jan 2021
- UnemployedSep 2020 to Sep 2020
- Sherpa Wealth StrategiesMay 2020 to Aug 2020
- Utah Valley UniversityFeb 2019 to May 2020
- Four Foods GroupMar 2018 to Feb 2019
- KneadersOct 2015 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7258383
- Firm CRD
- 329878