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JC

Jason M. Cain

CYNOSURE PORTFOLIO ADVISORS LLC
JUPITER, FL
Some features on this profile are disabled
CRD#: 5440350
JC

Professional summary

Jason Morgan Cain, who also goes by Jason Morgon Cain, is a registered financial advisor currently at CYNOSURE PORTFOLIO ADVISORS LLC located in Jupiter, Florida.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jason has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason Morgon Cain

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 Jason Morgan Cain's CRS (Customer Relationship Summary).
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®
None

Experience

Current

October 7, 2025 - Present

CYNOSURE PORTFOLIO ADVISORS LLC

RIA
CRD#: 337747
JUPITER, FL
Past

April 12, 2023 - October 7, 2025

CYNOSURE GROUP, LLC

RIA
CRD#: 281399
Jupiter, FL
Past

December 14, 2022 - April 25, 2023

SVB WEALTH

RIA
CRD#: 172832
Palm Beach Gardens, FL

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".
CP
CYNOSURE PORTFOLIO ADVISORS LLC
CYNOSURE PORTFOLIO ADVISORS LLC

CRD#: 337747 / SEC#: 801-134251

RIA
Registered Investment Advisory firm - (9/25/2025 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
Florida
(10/15/2025)
IAR
Illinois
(10/7/2025)
IAR
Utah
(10/14/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/14/2022
Uniform Investment Adviser Law Examination

Current Firm

CP
CYNOSURE PORTFOLIO ADVISORS LLC
CYNOSURE PORTFOLIO ADVISORS LLC

CRD#: 337747 / SEC#: 801-134251

RIA
Registered Investment Advisory firm - (9/25/2025 Approved)
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Contact information

Main Address
111 South Main Street Suite 2350, Salt Lake City, UT 84111
Mailing Address
Phone number
(801) 521-3100
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CYNOSURE PORTFOLIO ADVISORS_ADV PART 2 BROCHURE (7/29/2025)
0

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

CYNOSURE PORTFOLIO ADVISORS LLC

CRD#: 337747Jupiter, FL

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