JH
Jeffrey R. Hurst
PORTSIDE WEALTH GROUP
Meridian, ID 83642
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CRD#: 4991475
JH
Professional summary
Jeffrey Robert Hurst, who also goes by Jeffery Robert Hurst, Jeffrey Robert Hurst, Jeffrey Hurst, is a registered financial advisor currently at PORTSIDE WEALTH GROUP, LLC located in Meridian, Idaho 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 2005. Jeffrey has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffery Robert Hurst | Jeffrey Robert Hurst | Jeffrey Hurst
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.) HURST TAX SERVICE - 1/1/2005 - 3137 S Meridian Road, Suite 100, Meridian, ID 83642 - Owner/CPA, Tax preparation & advice, Not Invt Rel, Tax & accounting services, 40 hrs/mo; 30 hrs/mo (during trading hours). 2.) HURST FINANCIAL CONSULTING - 10/1/2019 - 3137 S Meridian Road, Suite 100, Meridian, ID 83642 - Insurance agent, Meet with clients & prospects to determine their insurance needs, Not Invt Rel, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) PORTSIDE WEALTH RIA - 5/1/2023 - 3137 S Meridian Road, Suite 100, Meridian, ID 83642 - Registered Investment Advisor Representative, Financial planning and investment management, Invt Rel, IAR business, 150 hrs/mo; 150 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Robert Hurst'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 12, 2023 - Present
PORTSIDE WEALTH GROUP, LLC
Office #1: 3137 S Meridian Rd, Meridian, ID 83642RIA
CRD#: 325175
Meridian, ID
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
Meridian, ID
Past
March 26, 2018 - June 14, 2023
TOWNSQUARE CAPITAL, LLC
RIA
CRD#: 288576
MERIDIAN, ID
Past
December 8, 2015 - April 25, 2018
ALLEGIS INVESTMENT ADVISORS, LLC
RIA
CRD#: 157314
MERIDIAN, ID
Past
May 29, 2015 - March 28, 2019
ALLEGIS INVESTMENT SERVICES, LLC
BD
CRD#: 168557
Meridian, ID
Past
October 1, 2012 - June 5, 2015
INVESTACORP, INC.
BD
CRD#: 7684
MERIDIAN, ID
Past
October 8, 2009 - October 2, 2012
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
BOISE, ID
Past
July 20, 2007 - October 2, 2009
INSPHERE SECURITIES, INC.
BD
CRD#: 136433
BOISE, ID
Past
November 8, 2005 - August 9, 2007
EQUITY SERVICES, INC.
BD
CRD#: 265
BOISE, ID
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
Arizona(5/11/2023)
RR
Colorado(5/11/2023)
RR
Idaho(5/11/2023)
IAR
Idaho(5/12/2023)
RR
New Jersey(5/11/2023)
IAR
Texas(2/20/2024)
RR
Utah(5/11/2023)
RR
Washington(5/11/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
