JM
Jason L. Mcmullin
DIVERSIFY WEALTH MANAGEMENT
Orem, UT 84097
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CRD#: 4400760
JM
Professional summary
Jason Lee Mcmullin, who also goes by Jason L Mcmullin, is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Orem, Utah and DFPG INVESTMENTS, LLC located in Orem, Utah.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jason has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason L Mcmullin
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.
FirstPurpose Tax (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Accounting and tax services for clients Position & Start Date: Tax Advisor, June 2005 Hours/month (during business hours): 80 (80) Duties: Department head, review and deliver tax returns, and provide tax consulting to clients KTC Properties (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for real estate assets Position & Start Date: Member, 1/1/2020 Hours/month (during business hours): 1 (1) Duties: Passive investor KTB Ventures (Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for private investment opportunities Position & Start Date: Member, 1/1/2020 Hours/month (during business hours): 1 (1) Duties: Make contributions for investments Independent Insurance Agent (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main Business: Insurance sales Position and Start Date: Insurance Agent, June 2005 Hours/month (during business hours): 1 (1) Duties: Independent agent for various insurance companies
CRS (Client Relationship Summary) - RIA
Click below to view Jason Lee Mcmullin'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®
NoneExperience
Current
March 5, 2024 - Present
DIVERSIFY WEALTH MANAGEMENT, LLC
Office #1: 462 E 800 N, Orem, UT 84097RIA
CRD#: 329878
Orem, UT
Current
October 28, 2011 - Present
DFPG INVESTMENTS, LLC
Office #1: 462 E 800 N, Orem, UT 84097BD
CRD#: 155576
Orem, UT
Past
June 30, 2008 - September 30, 2011
TRIAD ADVISORS LLC
BD
CRD#: 25803
OREM, UT
Past
January 23, 2008 - July 17, 2024
DIVERSIFY WEALTH MANAGEMENT LLC
RIA
CRD#: 145593
OREM, UT
Past
June 6, 2005 - May 16, 2008
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
OREM, UT
Past
June 1, 2005 - July 28, 2008
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
OREM, UT
Past
August 26, 2004 - June 27, 2005
BRECEK & YOUNG ADVISORS, INC.
BD
CRD#: 40395
FOLSOM, CA
Past
August 2, 2004 - June 2, 2005
STRATEGIS FINANCIAL GROUP, INC
RIA
CRD#: 104861
PROVO, UT
Past
April 12, 2002 - July 6, 2004
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
Past
September 7, 2001 - April 12, 2002
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DIVERSIFY WEALTH MANAGEMENT, LLC
CALIBER WEALTH MANAGEMENT, LLC | PERSPECTIVE FINANCIAL SERVICES | LJCOOPER WEALTH ADVISORS | KEY ADVISORS WEALTH MANAGEMENT | FIRSTPURPOSE WEALTH LLC | DIVERSIFY WEALTH MANAGEMENT, LLC
CRD#: 329878 / SEC#: 801-129521
RIA
Registered Investment Advisory firm - (2/16/2024 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/26/2014)
RR
California(10/28/2011)
RR
Colorado(6/8/2016)
RR
Connecticut(9/1/2020)
RR
Florida(5/6/2016)
RR
Idaho(9/12/2014)
RR
Illinois(4/14/2020)
IAR
Louisiana(2/10/2025)
RR
Massachusetts(10/16/2025)
RR
Mississippi(9/28/2022)
RR
Missouri(9/28/2022)
IAR
Nebraska(2/11/2025)
RR
New York(6/8/2016)
RR
Ohio(11/6/2019)
RR
South Carolina(8/18/2022)
RR
Texas(6/4/2020)
IAR
Texas(2/7/2025)
RR
Utah(10/28/2011)
IAR
Utah(3/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DW
DIVERSIFY WEALTH MANAGEMENT, LLC
CALIBER WEALTH MANAGEMENT, LLC | PERSPECTIVE FINANCIAL SERVICES | LJCOOPER WEALTH ADVISORS | KEY ADVISORS WEALTH MANAGEMENT | FIRSTPURPOSE WEALTH LLC | DIVERSIFY WEALTH MANAGEMENT, LLC
CRD#: 329878 / SEC#: 801-129521
RIA
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Contact information
Main Address
9017 S Riverside Dr Suite 210, Sandy, UT 84070
Mailing Address
Phone number
(801) 838-9999
Established
Firm type
Fiscal year end
# of Employees
48
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,760 |
| AUM (Assets Under Management) | $ 2,526,799,821 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DIVERSIFY WEALTH MANAGEMENT, LLC
CRD#: 329878Orem, UT 84097TRUST BUT VERIFY
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