JW
Jeffrey R. Wangsgard
PORTSIDE WEALTH GROUP
Logan, UT 84321
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CRD#: 4464908
JW
Professional summary
Jeffrey Ray Wangsgard, who also goes by Jeff Wangsgard, is a registered financial advisor currently at PORTSIDE WEALTH GROUP, LLC located in Logan, Utah and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jeffrey has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Wangsgard
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.) JEFFREY R WANGSGARD - 1/1/2001 - 360 N Main Street , Logan, UT 84301 - Owner, Sale & service of traditional insurance products, Not Invt Rel, Insurance business, 5 hrs/mo; 5 hrs/mo (during trading hours). 2.) JOHNSON PARK PIPELINE CO - 1/1/2008 - 360 N Main Street, Logan, UT 84301 - Treasurer, Manage finances of Pipeline Co., Not Invt Rel, Neighborhood water company, 2 hrs/mo; 2 hrs/mo (during trading hours). 3.) JEFFREY R WANGSGARD & ASSOC, LLC - 10/1/2019 - 360 N Main Street, Logan, UT 84301 - Owner, CPA, Tax & accounting work, Not Invt Rel, CPA firm, 200 hrs/mo; 170 hrs/mo (during trading hours). 4.) CACHE FINANCIAL - 5/15/2023 - 286 N Gateway Drive, Suite 202, Providence, UT 84332 - Administrative, Admin & referrals, Invt Rel, Insurance business, 5 hrs/mo; 0 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Ray Wangsgard'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
May 22, 2023 - Present
PORTSIDE WEALTH GROUP, LLC
Office #1: 360 N Main, Logan, UT 84321RIA
CRD#: 325175
Logan, UT
Current
May 11, 2023 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
SUMMIT, NJ
Past
February 28, 2019 - May 12, 2023
DFPG INVESTMENTS, LLC
BD
CRD#: 155576
PROVIDENCE, UT
Past
March 8, 2018 - June 8, 2023
TOWNSQUARE CAPITAL, LLC
RIA
CRD#: 288576
Logan, UT
Past
May 19, 2014 - March 28, 2019
ALLEGIS INVESTMENT SERVICES, LLC
BD
CRD#: 168557
Providence, UT
Past
February 9, 2012 - April 6, 2018
ALLEGIS INVESTMENT ADVISORS, LLC
RIA
CRD#: 157314
PROVIDENCE, UT
Past
November 24, 2010 - February 9, 2012
SIGNATOR FINANCIAL SERVICES, INC.
RIA
CRD#: 19061
PROVIDENCE, UT
Past
August 20, 2010 - June 30, 2014
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
PROVIDENCE, UT
Past
March 31, 2008 - August 23, 2010
INSPHERE SECURITIES, INC.
BD
CRD#: 136433
PROVIDENCE, UT
Past
July 23, 2007 - March 18, 2008
INSPHERE SECURITIES, INC.
BD
CRD#: 136433
NORTH LOGAN, UT
Past
December 19, 2003 - August 9, 2007
EQUITY SERVICES, INC.
BD
CRD#: 265
PROVIDENCE, UT
Past
October 31, 2001 - December 17, 2003
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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
IAR
Texas(2/20/2024)
RR
Utah(5/11/2023)
IAR
Utah(5/22/2023)
Exams
State Security Law Exam
State Security Law 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.
Company Information
PORTSIDE WEALTH GROUP, LLC
CRD#: 325175Logan, UT 84321TRUST BUT VERIFY
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