Ana Jovel (CRD# 7258383) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.
CRD# 1414999
The Norden Group LLC
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Diversify Wealth Management | Sandy, UT | Feb 2024 - Current | < 1 |
Firstpurpose Wealth | Orem, UT | Jan 2021 - Feb 2024 | 3 |
Elwood Staffing | Spanish Fork, UT | Oct 2020 - Jan 2021 | < 1 |
Sherpa Wealth Strategies | Bend, OR | May 2020 - Aug 2020 | < 1 |
Utah Valley University | Orem, UT | Feb 2019 - May 2020 | 1 |
Four Foods Group | Pleasant Grove, UT | Mar 2018 - Feb 2019 | < 1 |
Kneaders | Spanish Fork, UT | Oct 2015 - Mar 2018 | 2 |
Southern Utah University | Cedar City, UT | Aug 2008 - Oct 2015 | 7 |
- UT
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Total Assets Under Management540MILLIONS
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Total Number of Accounts3,416ACCOUNTS
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Average Account Value$158,144
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, ID, LA, NE, NV, NY, PA, SC, TX, UT, VA, WA
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