JJ
Jeffrey B. Johnson
PORTSIDE WEALTH GROUP
South Jordan, UT
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CRD#: 3129442
JJ
Professional summary
Jeffrey Brent Johnson, CFP®, who also goes by Jeff Brent Johnson, is a registered financial advisor currently at PORTSIDE WEALTH GROUP, LLC located in South Jordan, Utah.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jeffrey has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Brent Johnson
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.
The name of the other business, Mountain States Wealth Management whether the business is investment-related, No the address of the other business, Same as primary the nature of the other business, Life, LTC, and Annuity business your position, title, or relationship with the other business, Independent Contractor the start date of your relationship, 08/27/2025 the approximate number of hours/month you devote to the other business, 10 the number of hours you devote to the other business during securities trading hours, 10 briefly describe your duties relating to the other business Selling insurance products in consultation with clients The name of the other business, DJJ, LLC whether the business is investment-related, No the address of the other business, same the nature of the other business, Rental income your position, title, or relationship with the other business, Managing Partner, the start date of your relationship, 07/01/2018 the approximate number of hours/month you devote to the other business, 1 the number of hours you devote to the other business during securities trading hours, 1 briefly describe your duties relating to the other business responsible for collecting rent, handling maintenance, repairs, etc.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Brent Johnson'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®
CFP®
Start date: 2008
Experience
Current
September 15, 2025 - Present
PORTSIDE WEALTH GROUP, LLC
RIA
CRD#: 325175
South Jordan, UT
Past
January 2, 2024 - September 5, 2025
CWM, LLC
RIA
CRD#: 155344
Kaysville, UT
Past
March 18, 2019 - February 25, 2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
BOUNTIFUL, UT
Past
May 29, 2018 - June 13, 2024
ARS INVESTMENT ADVISORS, INC.
RIA
CRD#: 293750
KAYSVILLE, UT
Past
January 22, 2015 - June 20, 2018
ALLEGIS INVESTMENT ADVISORS, LLC
RIA
CRD#: 157314
SOUTH JORDAN, UT
Past
January 2, 2015 - April 5, 2019
ALLEGIS INVESTMENT SERVICES, LLC
BD
CRD#: 168557
SOUTH JORDAN, UT
Past
October 26, 2004 - January 21, 2015
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
MURRAY, UT
Past
June 14, 2001 - January 21, 2015
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
MURRAY, UT
Past
October 22, 1998 - October 26, 1999
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
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.Highlighted states indicate IAR registrations
IAR
Utah(9/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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.
