Joseph Richards Broadbent

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

• 10/2011 → Present
  Dfpg Investments, Inc.
  Sandy, UT
• 02/2024 → Present
  Diversify Wealth Management
  Sandy, UT

Previous Registrations

• 2023-12-12 → 2025-01-07
  Diversify Advisory Services, Llc
  South Jordan, UT
  Draper, UT

Other Businesses

1. The NNN Advisor; Investment Related; 12547 South 1745 East Draper UT 84020; Real Estate; Agent; 01/1995; 25% during business hours; Sales and marketing activities 2. Canyon JV LLC; Investment Related; 12547 S 1745 E Draper UT 84020; LLC; Manager; 06/2014; 10% during business hours; Manage developer and investor relationships 3. JR BROADBENT; investment related- YES. Heber City, UT 84032; Non-Variable Insurance; review client's existing life insurance and annuities to determine if satisfactory. 03/2025. 4% during business hours. 4. JR BROADBENT; Investment related- NO. Draper, UT 84020; Real Estate/rental property. 10/2025; 4% during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-21
• S63 Uniform Securities Agent State Law Examination
  1998-11-02

Other Names

• Jr Broadbent
• Joseph R Broadbent