CJ
CJ

Colton Austin Jensen

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness OwnersMedical Professionals
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
4,997 clients
Average Client Portfolio
$506K average
Assets Under Management
$2.5B

Fee Structure

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Location

9017 S Riverside Dr Suite 210, Sandy, UT, 84070

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Colton is an insurance agent with Diversify Insurance since 2019, dedicating minimal time to providing quotes and recommending solutions. He also serves in the US Army National Guard and is a member of JC Aviation LLC, providing aircraft to be leased.

Employment History
Current Registrations
Diversify Wealth Management, LLC
March 2024 - Present · 1 yr 11 mos
Dfpg Investments, LLCBroker
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
Diversify Advisory Services, LLC
September 2023 - March 2025 · 1 yr 6 mos
Dfpg Investments, LLC
November 2018 - February 2024 · 5 yrs 3 mos
Fidelity Personal and Workplace Advisors
July 2018 - October 2018 · 3 mos
Strategic Advisers LLC
March 2018 - July 2018 · 4 mos
Fidelity Brokerage Services LLCBroker
April 2017 - October 2018 · 1 yr 6 mos
State Registrations4 states
MINVTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.