Best Investors Account Sign in
Current Employers
Diversify Wealth Management, Llc

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-11
UT RA APPROVED 2024-03-27
  • TX RA
    APPROVED
    Since 2025-02-11
  • UT RA
    APPROVED
    Since 2024-03-27

Branch Locations

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • 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
Fidelity Brokerage Services. Llc American Fork UT 02/2017 10/2018
Unified Police Dept. Taylorsville UT 01/2014 02/2017
Fidelity Personal And Workplace Advisors Boston MA 07/2018 10/2018
Dfpg Investments, Inc Sandy UT 10/2018 Present
Diversify Wealth Management Sandy UT 02/2024 Present
  • 02/2017 → 10/2018
    Fidelity Brokerage Services. Llc
    American Fork, UT
  • 01/2014 → 02/2017
    Unified Police Dept.
    Taylorsville, UT
  • 07/2018 → 10/2018
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 10/2018 → Present
    Dfpg Investments, Inc
    Sandy, UT
  • 02/2024 → Present
    Diversify Wealth Management
    Sandy, UT
Previous Registrations
Other Businesses

1. Diversify Insurance; Non-Investment Related; Sandy, UT; Insurance; Insurance Agent; 04/2019; 5% during business hours; Providing quotes, reviewing illustrations with clients and recommending solutions. 2. US Army National Guard; Non-investment related; SGT E-5-military. Compensated in cash 8,327.85. 48-hours during business hours; 473 w 630 s UTAH. 3.JC Aviation LLC organized through Wyoming; non-investment related; Member, Provides aircraft to be leased; Father is also a member (client); 1309 Coffeen Avenue Ste 1200 Sheridan, WY 82801; Paid for usage on aircraft from local flight school- first month in operation TBD. Member and manager, provides decision making of agreed lease with flight school.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-09
S63 Uniform Securities Agent State Law Examination 2017-04-10
  • S66 Uniform Combined State Law Examination
    2018-03-09
  • S63 Uniform Securities Agent State Law Examination
    2017-04-10
Other Names
  • Colton Austin Jensen
  • Colton Jensen

View on SEC IAPD

More in South Jordan, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor