
JR Broadbent
Wealth Advisor
Location:
9017 S Riverside Dr #200, Sandy, UT 84070, USA
Email:
Phone:
(801) 890-7590
Bio:
JR Broadbent is a Wealth Advisor at Diversify. He began his career in 1998 as a full-service financial advisor. With an emphasis on private investments, he has helped clients to purchase ~$500,000,000 in investment real estate.
Prior to making recommendations, he takes great care in his due diligence. When discussing options with clients, he focuses on providing a fair, balanced, and thorough presentation including sharing the potential benefits/risks and costs of an offering. After closings, he monitors performance and holds semi-annual calls with his clients.
Since graduating from the University of Utah with a Bachelor of Science in Finance and minor in History in 1996, he has obtained the series 6, 7, 24, 26, 63, 65, and 79 securities registrations, and real estate and life insurance licenses in Utah.
JR and his wife have four daughters and a few sons-in-law. They enjoy spending time together traveling, enjoying the outdoors, and playing games.
Qualifications:
Series 6, 7, 24, 26, 63, 65, and 79 Securities Registrations
Real Estate and Life Insurance Licenses
BS, Finance, University of Utah
Qualifications:
Series 6, 7, 24, 26, 63, 65, and 79 Securities Registrations
Real Estate and Life Insurance Licenses
BS, Finance, University of Utah
