Jason Connolly (CRD# 4708924) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in San Jose, CA and has over 20 years of experience in the finance industry. Jason Connolly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diversify Advisory Services, LLC | Sandy, UT | Dec 2023 - Current | < 1 |
| Dfpg Investments, Inc. | South Jordan, UT | Dec 2015 - Current | 8 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Dec 2015 | 3 |
| First Allied Securities, Inc. | San Jose, CA | Feb 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- CA
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Total Assets Under Management2,872MILLIONS
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Total Number of Accounts13,027ACCOUNTS
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Average Account Value$220,467
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, DE, FL, HI, IL, MO, MT, ND, NJ, NY, OR, PA, SC, TX, UT, VA
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