Jared M. Clayton

FORTIUS FINANCIAL ADVISORS

Salt Lake City, UT 84107

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CRD#: 4132656

Professional summary

Jared Marshall Clayton is a registered financial advisor currently at FORTIUS FINANCIAL ADVISORS, LLC located in Salt Lake City, Utah.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jared has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Marshall Clayton's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 2, 2010 - Present

FORTIUS FINANCIAL ADVISORS, LLC

Office #1: 4001 South 700 East Suite 554, Salt Lake City, UT 84107

RIA

CRD#: 128060

Salt Lake City, UT

Past

October 8, 2008 - June 3, 2010

NATIONAL INVESTMENT ADVISORS

RIA

CRD#: 148050

COTTONWOOD HEIGHTS, UT

Past

January 23, 2008 - August 20, 2008

FORTIUS FINANCIAL ADVISORS, LLC

RIA

CRD#: 128060

SALT LAKE CITY, UT

Past

December 17, 2007 - January 30, 2008

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SALT LAKE CITY, UT

Past

December 17, 2007 - January 30, 2008

EQUITABLE ADVISORS, LLC

CRD#: 6627

SALT LAKE CITY, UT

Past

March 24, 2005 - March 28, 2007

FIDELITY PERSONAL TRUST COMPANY, FSB

RIA

CRD#: 109516

SALT LAKE CITY, UT

Past

November 21, 2003 - May 9, 2007

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SALT LAKE CITY, UT

Past

March 3, 2000 - May 9, 2007

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(8/2/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/23/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/16/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/2/2000

General Securities Representative Examination

Current Firm

FORTIUS FINANCIAL ADVISORS, LLC

BOLLINGER & CO. | FORTIUS FINANCIAL ADVISORS, LLC | BOLLINGER & COMPANY CAPITAL PARTNERS, LLC

CRD#: 128060 / SEC#: 801-71571

RIA

Registered Investment Advisory firm - (8/12/2015 Terminated)

Florida

Registered Investment Advisory firm - (7/23/2015 Approved)

Utah

Registered Investment Advisory firm - (7/22/2015 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4001 South 700 East Suite 554, Salt Lake City, UT 84107

Mailing Address

Phone number

(888) 365-7009

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	102
AUM (Assets Under Management)	$ 10,754,318

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jared M. Clayton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Marshall Clayton's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTIUS FINANCIAL ADVISORS, LLC

NATIONAL INVESTMENT ADVISORS

FORTIUS FINANCIAL ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

FIDELITY PERSONAL TRUST COMPANY, FSB

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/23/2003

Series 63

Date: 3/16/2000

Series 7

Date: 3/2/2000

Current Firm

FORTIUS FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORTIUS FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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