PPrivate Fund Data Log in Join · $37/mo

Jason Anderson

Chief Compliance OfficerDiversify Wealth Management, LLCCRD 5867122

About Jason Anderson

Jason Anderson is listed as Chief Compliance Officer at Diversify Wealth Management, LLC in Sandy, UT. Form ADV reports a beneficial ownership band of Under 5%. Jason Anderson is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Diversify Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason Anderson work?

Jason Anderson is listed as Chief Compliance Officer at Diversify Wealth Management, LLC on SEC Form ADV.

How much of Diversify Wealth Management, LLC does Jason Anderson own?

Form ADV reports a beneficial ownership band of Under 5%.

Diversify Wealth Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Diversify Wealth Management, LLC →

Diversify Advisory Services, LLC

TitleCco
OwnershipUnder 5%
Control personYes
Since2024
View Diversify Advisory Services, LLC →