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RIA / WealthAdvisor26 years in industry

JARED MARSHALL CLAYTON

Advisor at FORTIUS FINANCIAL ADVISORS, LLC

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:619100c4-f0c3-0580-18eb-e8640b25a2f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 21, 2003 to Sep 14, 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: FORTIUS FINANCIAL ADVISORS, LLC
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 16, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Mar 16, 2000
First registration: Nov 21, 2003
Dual registered: no
IAPD individual key: 4132656

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
FORTIUS FINANCIAL ADVISORS, LLC	Former SEC adviser	Aug 2, 2010	n/a	yes	SALT LAKE CITY, UT	Current employment
NATIONAL INVESTMENT ADVISORS	n/a	Oct 8, 2008	Jun 3, 2010	no	SALT LAKE CITY, UT	Previous registration
FORTIUS FINANCIAL ADVISORS, LLC	Former SEC adviser	Jan 23, 2008	Aug 20, 2008	no	SALT LAKE CITY, UT	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Dec 17, 2007	Jan 30, 2008	no	SALT LAKE CITY, UT	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Mar 24, 2005	Mar 28, 2007	no	SALT LAKE CITY, UT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 21, 2003	May 9, 2007	no	SALT LAKE CITY, UT	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
NATIONAL INVESTMENT ADVISORS	FORTIUS FINANCIAL ADVISORS, LLC	Jun 3, 2010	Aug 2, 2010	60	Firm change	Other
FORTIUS FINANCIAL ADVISORS, LLC	NATIONAL INVESTMENT ADVISORS	Aug 20, 2008	Oct 8, 2008	49	Firm change	Other
EQUITABLE ADVISORS, LLC	FORTIUS FINANCIAL ADVISORS, LLC	Jan 30, 2008	Jan 23, 2008	-7	Firm change	Other
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL TRUST COMPANY, FSB	May 9, 2007	Mar 24, 2005	-776	Firm change after gap	Other
FIDELITY PERSONAL TRUST COMPANY, FSB	EQUITABLE ADVISORS, LLC	Mar 28, 2007	Dec 17, 2007	264	Firm change	Other

Relationships

Registered with (5)

→ FORTIUS FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 23, 2008 to Aug 20, 2008factForm ADV
→ NATIONAL INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Oct 8, 2008 to Jun 3, 2010factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 17, 2007 to Jan 30, 2008factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Nov 21, 2003 to May 9, 2007factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Mar 24, 2005 to Mar 28, 2007factForm ADV

Dated events

No dated event names this entity yet.