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Jordan Richard Collins

DIVERGENT WEALTH ADVISORS, LLC·SOUTH JORDAN, Utah
SIE, Series 7, Series 31, Series 66CFPClean record19 years registeredDIVERGENT WEALTH ADVISORS, LLC
489 W. SOUTH JORDAN PARKWAY, SOUTH JORDAN, UT 84095CRD# 5145337Firm CRD# 286383

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jordan Richard Collins · SOUTH JORDAN, UT
Registration
CRD #5145337 · DIVERGENT WEALTH ADVISORS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

WEALTHSPIRE RETIREMENT ADVISORY
Nov 2023 – present
DIVERGENT WEALTH ADVISORS, LLC
Apr 2017 – Sep 2024
SOUTH JORDAN, UT
MORGAN STANLEY
Jun 2009 – Apr 2017
HOLLADAY, UT
CITIGROUP GLOBAL MARKETS INC.
Apr 2007 – Jun 2009
SALT LAKE CITY, UT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 66
Registration record
First registered · April 16, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DIVERGENT WEALTH ADVISORS, LLC
CRD 286383 · SEC 802-131661
AUM
$617M
Regulatory assets under management
Services offered by DIVERGENT WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at DIVERGENT WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Jordan Richard Collins offer?
Jordan Richard Collins specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SOUTH JORDAN, Utah for a consultation.
What are Jordan Richard Collins's credentials?
Jordan Richard Collins holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jordan Richard Collins located?
Jordan Richard Collins is based in SOUTH JORDAN, Utah, working with DIVERGENT WEALTH ADVISORS, LLC. Their office serves clients in the SOUTH JORDAN metropolitan area and surrounding communities.
How does Jordan Richard Collins charge for services?
Jordan Richard Collins's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIVERGENT WEALTH ADVISORS, LLC?
DIVERGENT WEALTH ADVISORS, LLC is a registered investment adviser with the SEC, managing $617M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at DIVERGENT WEALTH ADVISORS, LLC

Richard Ellison Collins
MIDVALE, UT
CFP
Brady Harker Ririe
SOUTH JORDAN, UT
CFP
Randy Wayne Taylor
SOUTH JORDAN, UT

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