JJ
Jeremy R. Johnston
PORTSIDE WEALTH GROUP
South Jordan, UT 84095
Some features on this profile are disabled
CRD#: 2623656
JJ
Professional summary
Jeremy Rich Johnston, who also goes by Jeremy R Johnston, is a registered financial advisor currently at PORTSIDE WEALTH GROUP, LLC located in South Jordan, Utah and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jeremy has worked at 13 firms and has passed the Series 65, Series 63, Series 82TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy R Johnston
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) JOHNSTONROGERS FINANCIAL ADVISORS - 5/1/1995 - 4055 S 700 E, #207, Millcreek, UT 84107, Agent, Shop life insurance and annuities for specific clients needs, Not Invt Rel, Insurance business, 2 hrs/mo; 2 hrs/mo (during trading hours). 2. PORTSIDE WEALTH GROUP, LLC; 04/2023- 4055 S 700 E SUITE 207 SOUTH JORDAN UT 84095, IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Rich Johnston's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 25, 2023 - Present
PORTSIDE WEALTH GROUP, LLC
Office #1: 4055 S 700 E Suite 207, South Jordan, UT 84095RIA
CRD#: 325175
South Jordan, UT
Current
April 18, 2023 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
SUMMIT, NJ
Past
March 1, 2019 - April 17, 2023
DFPG INVESTMENTS, LLC
BD
CRD#: 155576
Millcreek, UT
Past
April 4, 2018 - June 23, 2023
TOWNSQUARE CAPITAL, LLC
RIA
CRD#: 288576
Millcreek, UT
Past
June 5, 2015 - May 3, 2018
ALLEGIS INVESTMENT ADVISORS, LLC
RIA
CRD#: 157314
SOUTH JORDAN, UT
Past
May 20, 2015 - March 28, 2019
ALLEGIS INVESTMENT SERVICES, LLC
BD
CRD#: 168557
SOUTH JORDAN, UT
Past
August 12, 2004 - June 2, 2015
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
MURRAY, UT
Past
July 20, 2004 - June 2, 2015
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
MURRAY, UT
Past
August 5, 2002 - July 2, 2004
INTEGRATED WEALTH MANAGEMENT, LLC
RIA
CRD#: 114923
SALT LAKE CITY, UT
Past
July 29, 2002 - June 25, 2004
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
April 9, 1997 - August 2, 2002
OSAIC FA, INC.
RIA
CRD#: 3978
SALT LAKE CITY, UT
Past
January 6, 1997 - August 2, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
January 6, 1997 - August 2, 2002
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
July 6, 1995 - January 9, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
July 6, 1995 - January 9, 1997
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
Registered Investment Advisory firm - (3/24/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(5/3/2023)
RR
California(4/19/2023)
RR
Idaho(4/20/2023)
RR
Texas(4/19/2023)
IAR
Texas(2/20/2024)
RR
Utah(4/19/2023)
IAR
Utah(4/25/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 4/18/2023
Limited Representative-Private Securities OfferingsGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
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Contact information
Main Address
3507 N University Ave Suite 150, Provo, UT 84604
Mailing Address
Phone number
(385) 412-1222
Established
Firm type
Fiscal year end
# of Employees
47
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,507 |
| AUM (Assets Under Management) | $ 1,125,318,236 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
