Ana Lilian Jovel

Employer firm

Diversify Wealth Management, LLC CRD 329878

$4.11B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 02/2024
  Firstpurpose Wealth
  Orem, UT
• 10/2020 → 01/2021
  Elwood Staffing
  Spanish Fork, UT
• 05/2020 → 08/2020
  Sherpa Wealth Strategies
  Bend, OR
• 02/2019 → 05/2020
  Utah Valley University
  Orem, UT
• 03/2018 → 02/2019
  Four Foods Group
  Pleasant Grove, UT
• 10/2015 → 03/2018
  Kneaders
  Spanish Fork, UT
• 02/2024 → Present
  Diversify Wealth Management
  Sandy, UT
• 09/2020 → 09/2020
  Unemployed
  Provo, UT

Previous Registrations

• 2023-05-16 → 2024-07-17
  Diversify Wealth Management Llc
  Orem, UT

Other Businesses

President of Carter Crossing HOA. Board Member/Officer. Non-Investment related. 10/2025. I help manage our HOA board. This is a volunteer position, I manage the president's email and direct question to who they need to go. I help in making decisions for our HOA community relating to our common areas and the landscaping and maintenance of these common areas. 4% during business hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-09-27

Other Names

• Ana Jovel
• Ana Lilian Jovel Pineda