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Jeremy Evan Portnoff

Jeremy E. Portnoff

PORTSALUS WEALTH MANAGEMENT
MISSION VIEJO, CA 92691
CRD#: 4577877
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Jeremy Evan Portnoff
Jeremy Evan PortnoffPORTSALUS WEALTH MANAGEMENT

Professional summary

Jeremy Evan Portnoff, CFP®, CIMA® is a registered financial advisor currently at PORTSALUS WEALTH MANAGEMENT located in Mission Viejo, California.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jeremy has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary
Min. Asset: $100K–$250K

Services Offered

Social Security Planning
Investment Planning
Retirement Planning
Estate Planning
Comprehensive Financial Planning
Tax Planning

Biography

Complimentary Discovery Consultations are offered to discuss each client's individual needs and to determine if there is a good fit. Find out more by scheduling a 15-30 minute Introductory Call by going to https://go.oncehub.com/Tempus-Jeremy to learn how Jeremy can help you grow and protect your wealth! Because You Deserve Educated Advice!

Aliases

None

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Evan Portnoff'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®

Certified Financial Planner

Start date: 2006

CIMA®

Certified Investment Management Analyst

Experience

Current

August 22, 2023 - Present

PORTSALUS WEALTH MANAGEMENT

Office #1: 27201 Puerta Real Suite 300, Mission Viejo, CA 92691
RIA
CRD#: 327857
MISSION VIEJO, CA
Past

May 13, 2019 - April 5, 2024

TEMPUS WEALTH PLANNING, LLC

RIA
CRD#: 285349
Irvine, CA
Past

May 19, 2005 - January 1, 2020

PORTNOFF FINANCIAL LLC

RIA
CRD#: 135099
WOODBRIDGE, NJ
Past

October 27, 2003 - February 28, 2005

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
ANAHEIM, CA
Past

September 23, 2002 - February 28, 2005

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA

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
California
(8/22/2023)
IAR
New Jersey
(2/20/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/9/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/26/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/2/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/20/2002
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PW
PORTSALUS WEALTH MANAGEMENT
PORTSALUS WEALTH MANAGEMENT | PORTSALUS WEALTH MANAGEMENT, LLC

CRD#: 327857 / SEC#:

California
Registered Investment Advisory firm - (8/22/2023 Approved)
New Jersey
Registered Investment Advisory firm - (2/20/2024 Approved)
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Contact information

Main Address
27201 Puerta Real Suite 300, Mission Viejo, CA 92691
Mailing Address
27201 Puerta Real Suite 300, Mission Viejo, CA 92691
Phone number
(949) 226-8342
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts259
AUM (Assets Under Management)$ 58,451,656

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

PORTSALUS WEALTH MANAGEMENT

CRD#: 327857Mission Viejo, CA 92691

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