DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jason Daniel Zivich
Feed of 09/15/2026
Also filed as Jason D Zivich
At current firm
2 y
since May 8, 2024
In the industry
17 y
since Apr 9, 2009 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Diversify Advisory Services, LLC BD affiliated currentsince May 8, 2024 · South Jordan, Ut
- Wealthsource? formerOct 14, 2019 to Jul 27, 2024 · Manhattan Beach, Ca
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Nov 1, 2019 · Los Angeles, Ca
- Chase Investment Services Corp. formerJul 26, 2012 to Oct 1, 2012 · Los Angeles, Ca
- Wells Fargo Advisors wirehouseFeb 7, 2011 to Jul 24, 2012 · Los Angeles, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 13, 2009 to Feb 3, 2011 · Los Angeles, Ca
Moves
a registration end followed by a registration begin elsewhere
- Wealthsource? to Diversify Advisory Services, LLCleft Jul 27, 2024, registered May 8, 2024 (-80 days) · RIA to affiliated broker-dealer or bank
- J.P. Morgan Securities LLC to Wealthsource?left Nov 1, 2019, registered Oct 14, 2019 (-18 days) · Wirehouse to independent RIA
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Chase Investment Services Corp.left Jul 24, 2012, registered Jul 26, 2012 (2 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisorsleft Feb 3, 2011, registered Feb 7, 2011 (4 days) · Wirehouse to wirehouse
Signals
- Jason Daniel Zivich left Wealthsource? for Diversify Advisory Services, Llc (registered 2024-05-08)Jul 27, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address