Unclaimed Profile

Janice Marie Powell

DIVERSIFY ADVISORY SERVICES, LLC·SANDY, Utah

Series 7, Series 7TO, Series 24, Series 63, Series 65Clean record17 years registeredDIVERSIFY ADVISORY SERVICES, LLC

9017 S RIVERSIDE DR., SANDY, UT 84070CRD# 4519492Firm CRD# 326060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Janice Marie Powell · SANDY, UT

Registration

CRD #4519492 · DIVERSIFY ADVISORY SERVICES, LLC · 17 years registered

Brand Profile

Not yet started

Career History

SECURE INVESTMENT MANAGEMENT, LLC

Jun 2025 – present

DIVERSIFY WEALTH MANAGEMENT, LLC

Feb 2024 – Mar 2025

SANDY, UT

DIVERSIFY ADVISORY SERVICES, LLC

Sep 2023 – Mar 2025

SANDY, UT

DFPG INVESTMENTS, LLC

Mar 2023 – Jul 2024

Sandy, UT

SECURITIES AMERICA ADVISORS, INC.

Dec 2018 – Jan 2021

LA VISTA, NE

PAGNATOKARP PARTNERS, LLC

Jan 2018 – Aug 2018

Reston, VA

THE INDEX GROUP, INC.

Jun 2017 – Jan 2018

COLORADO SPRINGS, CO

CONVERGENT WEALTH ADVISORS, LLC

Aug 2016 – Oct 2016

POTOMAC, MD

CAVANAL HILL INVESTMENT MANAGEMENT, INC.

Jul 2014 – Jun 2015

TULSA, OK

AMEGY INVESTMENTS, INC.

Feb 2012 – Jun 2014

HOUSTON, TX

CONTANGO CAPITAL ADVISORS, INC.

Jul 2009 – Jun 2014

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · July 13, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIVERSIFY ADVISORY SERVICES, LLC

CRD 326060 · SEC 801-128675

AUM

$2.9B

Regulatory assets under management

Employees

156

13,027 client accounts

Services offered by DIVERSIFY ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DIVERSIFY ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Janice Marie Powell offer?

Janice Marie Powell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANDY, Utah for a consultation.

What are Janice Marie Powell's credentials?

Janice Marie Powell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Janice Marie Powell located?

Janice Marie Powell is based in SANDY, Utah, working with DIVERSIFY ADVISORY SERVICES, LLC. Their office serves clients in the SANDY metropolitan area and surrounding communities.

How does Janice Marie Powell charge for services?

Janice Marie Powell's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DIVERSIFY ADVISORY SERVICES, LLC?

DIVERSIFY ADVISORY SERVICES, LLC has approximately 156 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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