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Inactive

Jared Marshall Clayton

Fortius Financial Advisors, LLC

Salt Lake City, UT

CRD 4132656

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Employer firm

Fortius Financial Advisors, LLC CRD 128060

$10.9M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fortius Financial Advisors, Llc

5445 South Highland Drive Suite A, Salt Lake City, UT 84117 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2010-08-02
  • UT RA
    APPROVED
    Since 2010-08-02

Branch Locations

5445 South Highland Drive Suite A, Salt Lake City, UT 84117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fortius Financial Advisors, Llc Salt Lake City UT 07/2012 Present
Blue Mountian Realty Fka Nterstate Realty Brokers Sandy UT 08/2012 Present
Previous Registrations
Other Businesses

CLAYTON CAPITAL MANAGMENT, MANAGER, 245 EAST PARK RISE WAY, SANDY, UT,PROPERTY MANAGEMENT CONSULTING & ADVISING - 20 HOURS PER MONTH US CAPITAL PARTNERS, MANAGER, 245 EAST PARK RISE WAY, SANDY, UT, LENDING CONSULTANT / ADVISING - 10 HOURS PER MONTH SANDY, UT - CITY PLANNING SINCE JAN. 2013 - PLANNING COMMISSION MEMBER - 10 HOURS PER MONTH PRAXIS S11, MEMBER SINCE SEP 2012,245 EAST PARK RISE WAY, SANDY, UT - BUSINESS CONSULTING & MANAGEMENT SERVICE. 0 HOURS PER MONTH ILLUNIN8, MEMBER,SINCE JAN 2015, 235 WEST SEGO LILY DRIVE, SANDY, UT - SALE OF LED LIGHTS - 1 HOUR PER MONTH NOVUS CAPITAL MANAGEMENT LLC, MEMBER SINCE MAY 2014,235 WEST SEGO LILY DRIVE, SANDY, UT - ASSET BACKED LENDING 5 HOURS PER MONTH ANCONIA MINING LLC, MEMBER SINCE MAY 2014, 53 SOUTH 600 EAST, SLC, UT, ASSET BACKED LENDING 2 HOURS PER MONTH HASH & LOIS, LLC, MEMBER SINCE MAY 2012,235 WEST SEGO LILY DRIVE, SANDY, UT,ENTITY TO MANAGE FAMILY OIL & GAS RIGHTS 1 HOUR PER MONTH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-23
S63 Uniform Securities Agent State Law Examination 2000-03-16
  • S66 Uniform Combined State Law Examination
    2003-10-23
  • S63 Uniform Securities Agent State Law Examination
    2000-03-16

View on SEC IAPD

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