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Jackson Larson
Equities and Options Trader at Diversify Wealth Management, LLC
About
Jackson Larson is an Equities and Options Trader on the Asset Management team at Diversify in Sandy, Utah, where he focuses on executing strategies across equity and derivative markets to enhance client portfolio performance. His role centers on trading U.S. equities and listed options, leveraging market insights to manage positions and optimize risk-adjusted returns for a range of client investment objectives.
Prior to joining Diversify in 2023, Larson served as an Option Strategy Analyst with Southern Utah Investment Advisors from 2022 to 2023, specializing in the development and implementation of systematic options trading strategies. He also worked as a Financial Coach at Southern Utah University from 2019 to 2023, providing personal finance education and investment guidance to students.
Larson holds a Bachelor’s degree in Finance from Southern Utah University. His expertise includes equity and options trading, portfolio strategy, and financial education, with a primary focus on the U.S. equity and derivatives markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversify | Equities and Options Trader | Jun 2023 to Present | — |
| Southern Utah Investment Advisors | Option Strategy Analyst | May 2022 to Jun 2023 | — |
| Southern Utah University | Financial Coach | Jan 2019 to May 2023 | — |
| Abracadabra Carpet & Tile Cleaning | Bookkeeper | Jan 2018 to May 2020 | — |
Education
Southern Utah University
Bachelor's degree, Finance, General
2021 — 2023
Others at Diversify Wealth Management, LLC (7)
| Name | Role | Location |
|---|---|---|
| Trader | Centerville, UT , United States | |
| Alternative Investment Analyst | Provo, UT , United States | |
| Investment Analyst | Orem, UT , United States | |
| Portfolio Analyst | Provo, UT , United States | |
| Associate | Provo, UT , United States | |
| Portfolio Analyst | Orem, UT , United States | |
T Tomasz Soltyka | Trader | Salt Lake City, UT , United States |
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