Salt Lake City, UT South Highland Drive Office
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Fortius Financial Advisors, LLC
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About
Fortius Financial Advisors is a state-registered advisory firm that provides discretionary and non-discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, privately held investment companies, and other business entities. The firm manages roughly $10 million in client assets across about 62 client relationships and operates with a four‑person advisor team.
The firm typically builds portfolios using mutual funds, exchange‑traded funds and alternative investments, and it may engage separate account managers to implement portions of client strategies while retaining ongoing monitoring and oversight. Fortius also advises private pooled investment vehicles and may recommend private placements to qualified investors; it provides related wealth‑management services and, at times, assists small businesses with establishing 401(k) plans that invest primarily in real estate.
Noteworthy characteristics include Fortius’s role as adviser to and affiliate of private funds — including acting as, or having principals in, the general partner of a pooled vehicle that is closed to new investors — and other related‑party investment entities, as well as an affiliation with a real estate brokerage that intersects with its 401(k) plan services. The brochure discloses prior regulatory and legal matters and states the firm has engaged external compliance consulting and established a new compliance officer to address supervisory issues.
Based on Fortius Financial Advisors, LLC
Expertise
Based on Fortius Financial Advisors, LLC
Location
5445 South Highland Drive, Suite A
Salt Lake City UT 84117
Advisors at this office
2
Advisors at this office
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.
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.
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