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RIA / WealthAdvisorCertified Financial Planner20 years in industry

JARAD MICHAEL MINSKY

Advisor at DIVERSIFY ADVISORY SERVICES, LLC

Rockland, MA | SOUTH JORDAN, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4173dcf1-fb38-60ed-1c1f-c131fd2693e9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 0
Observed: Dec 15, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DIVERSIFY ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 4, 2006
First registration: Dec 15, 2008
Dual registered: no
IAPD individual key: 5142991

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DIVERSIFY ADVISORY SERVICES, LLC	Bd affiliated wealth	Sep 14, 2026	n/a	yes	Rockland, MA\|SOUTH JORDAN, UT	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 21, 2023	n/a	yes	Rockland, MA\|WALTHAM, MA	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 21, 2023	Sep 14, 2026	no	WALTHAM, MA\|Rockland, MA	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Dec 15, 2008	Mar 3, 2023	no	WALTHAM, MA\|ROCKLAND, MA\|HINGHAM, MA\|HINGHAM, MA\|ROCKLAND, MA	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Dec 15, 2008	Mar 3, 2023	no	WALTHAM, MA\|ROCKLAND, MA\|HINGHAM, MA\|HINGHAM, MA\|ROCKLAND, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMMONWEALTH FINANCIAL NETWORK	DIVERSIFY ADVISORY SERVICES, LLC	Sep 14, 2026	Sep 14, 2026	0	Firm change	Ibd to ibd
EAGLE STRATEGIES LLC	COMMONWEALTH FINANCIAL NETWORK	Mar 3, 2023	Feb 21, 2023	-10	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8032:326060:MA:2026-09-14	Sep 14, 2026	Sep 14, 2026	ROCKLAND, MA	Firm change
110826:8032:MA:2023-03-03	Mar 3, 2023	Feb 21, 2023	ROCKLAND, MA	Firm change

Relationships

Registered with (2)

→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: current employment
Feb 21, 2023 to presentfactForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Dec 15, 2008 to Mar 3, 2023factForm ADV

Dated events

Occurred
Sep 14, 2026
Advisor changed firm
Jarad Michael Minsky left Commonwealth Financial Network for Diversify Advisory Services, LLC (registered 2026-09-14)
Form ADVobserved 5 days ago
Occurred
Mar 3, 2023
Advisor changed firm
Jarad Michael Minsky left Eagle Strategies Llc for Commonwealth Financial Network (registered 2023-02-21)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4173dcf1-fb38-60ed-1c1f-c131fd2693e9
First observed: Dec 15, 2008
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JARAD MICHAEL MINSKY

Advisor at DIVERSIFY ADVISORY SERVICES, LLC

Rockland, MA | SOUTH JORDAN, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4173dcf1-fb38-60ed-1c1f-c131fd2693e9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

DIVERSIFY ADVISORY SERVICES, LLC

Bd affiliated wealth

Sep 14, 2026

n/a

yes

Rockland, MA|SOUTH JORDAN, UT

Current employment

COMMONWEALTH FINANCIAL NETWORK

National bd RIA

Feb 21, 2023

n/a

yes

Rockland, MA|WALTHAM, MA

Current employment

COMMONWEALTH FINANCIAL NETWORK

National bd RIA

Feb 21, 2023

Sep 14, 2026

WALTHAM, MA|Rockland, MA

Previous registration

EAGLE STRATEGIES LLC

Bd affiliated wealth

Dec 15, 2008

Mar 3, 2023

WALTHAM, MA|ROCKLAND, MA|HINGHAM, MA|HINGHAM, MA|ROCKLAND, MA

Previous registration

EAGLE STRATEGIES LLC

Bd affiliated wealth

Dec 15, 2008

Mar 3, 2023

WALTHAM, MA|ROCKLAND, MA|HINGHAM, MA|HINGHAM, MA|ROCKLAND, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

COMMONWEALTH FINANCIAL NETWORK

DIVERSIFY ADVISORY SERVICES, LLC

Sep 14, 2026

Firm change

Ibd to ibd

EAGLE STRATEGIES LLC

COMMONWEALTH FINANCIAL NETWORK

Mar 3, 2023

Feb 21, 2023

-10

Firm change

Ibd to ibd

Team

Left

Joined

From

Kind

8032:326060:MA:2026-09-14

Sep 14, 2026

ROCKLAND, MA

Firm change

110826:8032:MA:2023-03-03

Mar 3, 2023

Feb 21, 2023

ROCKLAND, MA

Firm change