Jason Anderson

Jason serves as the Chief Compliance Officer at Diversify, where he oversees all aspects of the firm’s compliance program. Jason leads with an advisor focused approach while maintaining rigorous compliance standards.

Jason brings well over a decade of experience from major financial institutions, including Morgan Stanley and Fidelity Investments. At Morgan Stanley, he managed multiple operational teams and played a key role in building out new departments and operational processes. Earlier in his career, he spent several years at Fidelity in roles spanning client service, risk management, trade corrections, and team leadership.

Jason is a participant in the Salt Lake City Compliance Roundtables and a member of the National Society of Compliance Professionals (NSCP), where he engages with industry peers on emerging regulatory trends and best practices. He is also a strong advocate for lifelong learning and thrives on taking on new challenges that support personal or organizational growth.
Outside of work, Jason enjoys outdoor activities, off-roading, board games and time with family and friends.

He holds a Bachelor of Science in Business Management from Western Governors University. Jason maintains the series 7, 9, 10, 63, 65, and 24 security registrations.