Blair J. Perry
DIVERSIFY ADVISORY SERVICES | Financial Advisor
Santa Fe, NM
Some features on this profile are disabled
CRD#: 6016699
Blair James PerryDIVERSIFY ADVISORY SERVICES
Professional summary
Blair James Perry, CFP®, who also goes by Blair James Perry, is a registered financial advisor currently at DIVERSIFY ADVISORY SERVICES, LLC located in Santa Fe, New Mexico and DFPG INVESTMENTS, LLC located in South Jordan, Utah.
Blair is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Blair has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Min. Asset: $50K–$100K
Services Offered
Financial Planning
Risk Management & Insurance
Retirement Planning
Estate & Legacy Planning
Investment Management
Specializations
Divorce Planning
Aliases
Blair James Perry
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.
Business Ownership; Other; Other; creek rd, , Sandy, UT, 84093; Not Investment-Related; 01/01/2020; 0 hours per month; 0 during trading hours. Other Business Activities; Second Saturday workshop; These workshops are free workshops to the public centered around divorce education and support. We will be building a community of professionals who will offer advice and expertise to the attendees who are contemplating divorce, currently going through a divorce or just completed a divorce.These workshops will be held once per month.; 7440 S Creek Road, Suite 250, , Sandy, UT, 84093; Not Investment-Related; 08/13/2022; 0 during trading hours; 1 to 9 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Blair James Perry'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: 2022
Experience
Current
June 3, 2025 - Present
DIVERSIFY ADVISORY SERVICES, LLC
RIA
CRD#: 326060
Santa Fe, NM
Current
May 30, 2025 - Present
DFPG INVESTMENTS, LLC
Office #1: 10876 S River Front Pkwy Suite 600, South Jordan, UT 84095BD
CRD#: 155576
SOUTH JORDAN, UT
Past
October 23, 2019 - June 4, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Sandy, UT
Past
October 23, 2019 - June 4, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Sandy, UT
Past
May 8, 2012 - October 7, 2019
EDWARD JONES
RIA
CRD#: 250
RIVERTON, UT
Past
February 22, 2012 - October 7, 2019
EDWARD JONES
BD
CRD#: 250
RIVERTON, UT
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.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
Florida(6/1/2025)
RR
Maryland(6/1/2025)
RR
Missouri(6/1/2025)
RR
New Mexico(6/26/2025)
IAR
New Mexico(6/26/2025)
RR
Utah(5/30/2025)
IAR
Utah(6/3/2025)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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
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.
Company Information
DIVERSIFY ADVISORY SERVICES, LLC
Financial AdvisorCRD#: 326060Santa Fe, NMTRUST BUT VERIFY
Monitor Blair Perry
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
