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Eliza Jane Campbell

Diversify Wealth Management, LLC

Orem, UT

South Jordan, UT

CRD 7934984

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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:

Current Employers
Diversify Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-08-06
  • UT RA
    APPROVED
    Since 2024-08-06

Branch Locations

980 E 800 N #203, Orem, UT 84097 • United States

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
Market Basket Burlington MA 05/2020 09/2020
Brigham Young University Provo UT 09/2020 01/2022
Byu Continuing Education Provo UT 01/2022 04/2024
Dakota Wealth Management Newton MA 05/2023 09/2023
Harvard Business School Provo UT 10/2023 05/2024
Byu Economics Department Provo UT 01/2024 04/2024
Belmont High School Belmont MA 01/2014 05/2020
Caliber Wealth Management Provo UT 05/2024 Present
  • 05/2020 → 09/2020
    Market Basket
    Burlington, MA
  • 09/2020 → 01/2022
    Brigham Young University
    Provo, UT
  • 01/2022 → 04/2024
    Byu Continuing Education
    Provo, UT
  • 05/2023 → 09/2023
    Dakota Wealth Management
    Newton, MA
  • 10/2023 → 05/2024
    Harvard Business School
    Provo, UT
  • 01/2024 → 04/2024
    Byu Economics Department
    Provo, UT
  • 01/2014 → 05/2020
    Belmont High School
    Belmont, MA
  • 05/2024 → Present
    Caliber Wealth Management
    Provo, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-05
  • S65 Uniform Investment Adviser Law Examination
    2024-08-05

View on SEC IAPD

Nearby Firms

DIVERSIFY ADVISORY SERVICES, LLC
SUMMIT WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

JAMES E SPAINHOWER
ADAM NATHAN TAYLOR
KENNETH G. BOWN

Nearby Offices

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT

More in Orem, UT

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