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Jared C

Series 63, Series 66

Salt Lake City, UT

Fortius Financial Advisors, LLC

Jared Clayton is a financial advisor with Fortius Financial Advisors, LLC in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior work includes roles at Blue Mountain Realty, National Investment Advisors, Equitable Advisors, and Fidelity. Outside of his advisory work, he serves as a member of the Sandy, Utah City Planning Commission. Fortius Financial Advisors is a state-registered firm managing approximately $10 million across 62 client relationships with a four-advisor team. The firm serves individuals, trusts, pension plans, and private investment entities, utilizing mutual funds, exchange-traded funds, alternative investments, and separate account managers, while also advising on private pooled investment vehicles and 401(k) plans focused on real estate.

Private / alternative investments Real estate investing
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Jeanne D

Series 63, Series 65

Salt Lake City, UT

Fortius Financial Advisors, LLC

Jeanne Deitz is a financial advisor with Fortius Financial Advisors, LLC in Salt Lake City, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Fortius since 2005. Outside of her advisory role, she owns and operates Distinctively Deitz, an event and hospitality tea party business, though it is not actively expanded. Fortius Financial Advisors serves a diverse client base including individuals, institutional clients, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, emphasizing long-term strategies through a combination of mutual funds, ETFs, and alternative investments, and provides oversight of third-party account managers.

Private / alternative investments Real estate investing
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