Jarad M. Minsky
DIVERSIFY ADVISORY SERVICES
Rockland, MA 02370
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CRD#: 5142991
Jarad Michael MinskyDIVERSIFY ADVISORY SERVICES
Professional summary
Jarad Michael Minsky, CFP® is a registered financial advisor currently at DIVERSIFY ADVISORY SERVICES, LLC located in Rockland, Massachusetts.
Jarad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jarad has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Always Fiduciary
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.
1. Fixed insurance sales; as of 12/20/2022; 25% of time spent during business hours; Conducted at branch location; Investment related. 2. Insurance Brokerage; as of 09/2022; 25% of time spent during business hours; Conducted at branch location; Investment related. 3. Owner, Minsky Financial Group, LLC, a private entity established to facilitate advisory, and insurance business; as of 02/02/2021; 100% of time spent during business hours; Conducted at branch; Investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Jarad Michael Minsky'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®
CFP®
Start date: 2019
Experience
Current
September 14, 2026 - Present
DIVERSIFY ADVISORY SERVICES, LLC
Office #1: 100 Ledgewood Place Suite 204, Rockland, MA 02370RIA
CRD#: 326060
Rockland, MA
Past
February 21, 2023 - September 14, 2026
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
WALTHAM, MA
Past
February 21, 2023 - December 31, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
December 15, 2008 - March 3, 2023
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
ROCKLAND, MA
Past
June 19, 2006 - March 3, 2023
NYLIFE SECURITIES LLC
BD
CRD#: 5167
ROCKLAND, MA
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".
DA
DIVERSIFY ADVISORY SERVICES, LLC
ADVANCED WEALTH STRATEGIES GROUP | WESTRIDGE WEALTH STRATEGIES | THS PRIVATE FAMILY OFFICE | THE CRESTWELL GROUP | SPARK FINANCIAL SERVICE | SERRATELLI FINANCIAL GROUP | ROCKY MOUNTAIN WEALTH ADVISORS | RIVER FINANCIAL GROUP | RESILIENT WEALTH MANAGEMENT | PROVIDENCE WEALTH ADVISORS | PLATINUM WEALTH GROUP | PATTERSON FINANCIAL SOLUTIONS | PARKVIEW WEALTH ADVISORS | NUCLEUS FINANCIAL GROUP | MINSKY FINANCIAL GROUP, LLC | MARCH FORWARD | LONGHORN FINANCIAL | LIVE OAK INVESTMENT PARTNERS | KLK CAPITAL MANAGEMENT, LLC | KEY ADVISORS WEALTH MANAGEMENT LLC | INVENTA WEALTH ADVISORS | INPAC WEALTH | ICONA WEALTH | HARDING FINANCIAL & INSURANCE | GROVE WEALTH ADVISORS | GRIFFIN WEALTH PARTNERS | GRADY CAPITAL GROUP | GOMEZ CORP | GLOBAL WEALTH PARTNERS, INC. | GLIDE FINANCIAL GROUP | GEN 1 FINANCIAL | FULCRUM INVESTMENT SERVICES | FIRST FINANCIAL CENTER OF DALLAS | FINANCIAL RESOURCES INC. | EVERGREEN ADVISOR GROUP | DIVERSIFY, INC. | DIVERSIFY ADVISORY SERVICES, LLC | DIVERSIFY ADVISOR NETWORK | DARK HORSE PRIVATE WEALTH | CITY CENTER WEALTH ADVISORS | CIPOLLA FINANCIAL ADVISORS | CAPATA FINANCIAL | BUTLER FINANCIAL ADVISORS | BRIDGE EQUITIES | BOSTON WEALTH ADVISOR GROUP | ASHLAND PACIFIC | ANIMAS CAPITAL MANAGEMENT LLC
CRD#: 326060 / SEC#: 801-128675
RIA
Registered Investment Advisory firm - (8/31/2023 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.Highlighted states indicate IAR registrations
IAR
Massachusetts(9/14/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
PR
Series 6
Passed: 6/17/2006
Investment Company Products/Variable Contracts Representative Examination
Current Firm
DA
DIVERSIFY ADVISORY SERVICES, LLC
ADVANCED WEALTH STRATEGIES GROUP | WESTRIDGE WEALTH STRATEGIES | THS PRIVATE FAMILY OFFICE | THE CRESTWELL GROUP | SPARK FINANCIAL SERVICE | SERRATELLI FINANCIAL GROUP | ROCKY MOUNTAIN WEALTH ADVISORS | RIVER FINANCIAL GROUP | RESILIENT WEALTH MANAGEMENT | PROVIDENCE WEALTH ADVISORS | PLATINUM WEALTH GROUP | PATTERSON FINANCIAL SOLUTIONS | PARKVIEW WEALTH ADVISORS | NUCLEUS FINANCIAL GROUP | MINSKY FINANCIAL GROUP, LLC | MARCH FORWARD | LONGHORN FINANCIAL | LIVE OAK INVESTMENT PARTNERS | KLK CAPITAL MANAGEMENT, LLC | KEY ADVISORS WEALTH MANAGEMENT LLC | INVENTA WEALTH ADVISORS | INPAC WEALTH | ICONA WEALTH | HARDING FINANCIAL & INSURANCE | GROVE WEALTH ADVISORS | GRIFFIN WEALTH PARTNERS | GRADY CAPITAL GROUP | GOMEZ CORP | GLOBAL WEALTH PARTNERS, INC. | GLIDE FINANCIAL GROUP | GEN 1 FINANCIAL | FULCRUM INVESTMENT SERVICES | FIRST FINANCIAL CENTER OF DALLAS | FINANCIAL RESOURCES INC. | EVERGREEN ADVISOR GROUP | DIVERSIFY, INC. | DIVERSIFY ADVISORY SERVICES, LLC | DIVERSIFY ADVISOR NETWORK | DARK HORSE PRIVATE WEALTH | CITY CENTER WEALTH ADVISORS | CIPOLLA FINANCIAL ADVISORS | CAPATA FINANCIAL | BUTLER FINANCIAL ADVISORS | BRIDGE EQUITIES | BOSTON WEALTH ADVISOR GROUP | ASHLAND PACIFIC | ANIMAS CAPITAL MANAGEMENT LLC
CRD#: 326060 / SEC#: 801-128675
RIA
Registered Investment Advisory firm - (8/31/2023 Approved)Loading...
Contact information
Main Address
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095
Mailing Address
Phone number
(801) 890-7577
Established
Firm type
Fiscal year end
# of Employees
206
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,951 |
| AUM (Assets Under Management) | $ 4,648,787,397 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/09/2026 | ||
| 09/25/2024 |
Red Flags
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Company Information
DIVERSIFY ADVISORY SERVICES, LLC
CRD#: 326060Rockland, MA 02370TRUST BUT VERIFY
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