Jenifer L. Connors
DIVERSIFY WEALTH MANAGEMENT
Sandy, UT 84070
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CRD#: 6523942
Professional summary
Jenifer Lalane Connors, CFP®, who also goes by Jenie Connors, Jenifer Lalane Smith, is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Sandy, Utah and DFPG INVESTMENTS, LLC located in Sandy, Utah.
Jenifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jenifer has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jenie Connors | Jenifer Lalane Smith
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) Diversify Insurance; Non-Investment Related; Sandy, Orem, Idaho; Insurance; Owner; 1/2020; 5% during business hours; Sales - life insurance, disability insurance, long-term care insurance, fixed and fixed index annuities 2) Jenifer Connors; Non-Investment Related; Sandy, Orem, Idaho; Identity Theft Protection; Executive Director (Legal Shield Associate); 5/2020; 1% during business hours; Sell identify theft protection. No intention of offering the option of legal protection, but technically I would be allowed to do that as well. I will discuss the need of identity theft with my clients as part of their overall risk-management plan. 3) UVU PFP (Personal Financial Planning) Alumni Board; Sandy, Orem; Vice President of the Board; serve the faculty of the PFP program as a resource and liaison to financial planning firms that have relationship to UVU; Volunteer with no compensation; 1% of business hours. 4) Financial Planning Association, Utah Chapter; Community Civic or Charitable Board Member or Officer. Position: Pro Bono Director. https://utahfpa.org. 1% during business hours. investment related; yes.
CRS (Client Relationship Summary) - RIA
Click below to view Jenifer Lalane Connors'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: 2016
Experience
Current
March 4, 2024 - Present
DIVERSIFY WEALTH MANAGEMENT, LLC
Office #1: 9017 S Riverside Dr. Suite 210, Sandy, UT 84070RIA
CRD#: 329878
Sandy, UT
Current
July 14, 2015 - Present
DFPG INVESTMENTS, LLC
Office #1: 9017 S Riverside Dr Suite 200, Sandy, UT 84070Office #2: 201 E Center St., Pocatello, ID 83201Office #3: 504 W. 800 N., Orem, UT 84057BD
CRD#: 155576
Sandy, UT
Past
September 15, 2023 - March 11, 2025
DIVERSIFY ADVISORY SERVICES, LLC
RIA
CRD#: 326060
SANDY, UT
Past
September 14, 2016 - February 9, 2024
DFPG INVESTMENTS, LLC
RIA
CRD#: 155576
SANDY, 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".
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(9/12/2019)
RR
Arkansas(9/30/2025)
RR
California(12/23/2016)
RR
Colorado(9/14/2016)
RR
Hawaii(6/29/2021)
RR
Idaho(1/19/2017)
RR
Illinois(6/28/2022)
RR
Kentucky(5/11/2020)
RR
Massachusetts(4/11/2018)
RR
Minnesota(2/1/2023)
RR
Mississippi(5/19/2020)
RR
Missouri(4/13/2018)
RR
Montana(10/24/2018)
RR
Nebraska(9/3/2024)
IAR
Nebraska(3/12/2025)
RR
Nevada(2/22/2018)
RR
New Jersey(6/3/2024)
RR
New Mexico(12/14/2020)
RR
New York(3/16/2022)
RR
North Carolina(1/11/2021)
RR
Oregon(8/24/2016)
RR
Pennsylvania(1/11/2021)
RR
South Dakota(6/4/2021)
RR
Tennessee(6/18/2019)
RR
Texas(3/9/2018)
IAR
Texas(3/11/2025)
RR
Utah(9/21/2015)
IAR
Utah(3/4/2024)
RR
Virginia(4/2/2025)
RR
Washington(10/10/2017)
RR
West Virginia(7/24/2025)
RR
Wisconsin(5/22/2019)
RR
Wyoming(2/22/2018)
Exams
State Security Law 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
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.
