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
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Diversify Advisory Services, LLC
| Title | Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |