JR
Jacob A. Rust
PORTSIDE WEALTH GROUP
Provo, UT 84604
Some features on this profile are disabled
CRD#: 5536530
JR
Professional summary
Jacob Anthony Rust, CFP®, ChFC®, CLU®, who also goes by Jake Rust, is a registered financial advisor currently at PORTSIDE WEALTH GROUP, LLC located in Provo, Utah and CONCORDE INVESTMENT SERVICES, LLC located in Provo, Utah.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jacob has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jake Rust
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. Portside Wealth Management; Investment Related; 3507 N University Ave, Suite 150, Provo, UT; RIA: Financial Advisor; RIA affiliation, meet with clients and build plans for them. Start date: 05/15/2023, 1-5 hours/month during non business hours, 21-40 hours/month during business hours. 2. Hudson Oaks Wealth Management Insurance; Non-Investment Related; 412 W Rivers Edge Drive, Provo UT; Insurance, Owner; sell Life Insurance, Disability Insurance, LTC Insurance, and Health Insurance: Start date: 01/01/2019 : 1-5hours/month during non business hours. 11-20 hours/month during business hours. 3. Hudson Oaks Wealth Management; Investment Related; 412 W Rivers Edge Drive, Provo, UT 84604; Wealth Management/Financial Planning; Owner/Managing Partner, Sales Management Client Marketing, Operations. Start date: 01/01/2019, 1-5 hours/month during non business hours, 40+ hours/month during business hours. 4. ACG, Non investment related, UT, Networking Group, Membership Committee for chapter; Start date 03/01/2019, 1-5 hours/month during non business hours, 1-5 hours month during business hours. 5. Mountain West Capital Network; Non investment related, Salt Lake City UT. Awards Committee, Networking Group, member of networking group, assist in awards for members occassionally. 1-5 hours/month during non business hours, 1-5/month druing business hours 6. Freewater Rare Coin Co, Investment related, 1774 N University Pkwy #54, Provo UT, 84604, Retail selling/buying coins,gold,silver, paper money, supplies. Owner, manage team, provide vision/guidance. Start date: 01/01/2024, 11-20 hours/month during non trading hours, 1-5 hours/month during trading hours. 7. The Church of Jesus Christ of Latter day Saints, Non Investment related, 50 E North Temple St, SLC UT 84150, Church, Ward Clerk, help with managing ward callings and supporting bishop. Start date 11/01/2022. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 8) Exit Engine, Non investment related, 448 E Winchester St. Ste 400, Salt Lake City UT, 84107, Member/owner, consulting clients through exit planning process and understand their company value. 6-10 hours/month during non trading hours, 1-5 hours/month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Anthony Rust'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®
Experience
Current
May 9, 2023 - Present
PORTSIDE WEALTH GROUP, LLC
Office #1: 412 W Rivers Edge Dr, Provo, UT 84604RIA
CRD#: 325175
Provo, UT
Current
May 2, 2023 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 412 W Rivers Edge Drive, Provo, UT 84604BD
CRD#: 151604
Provo, UT
Past
March 25, 2021 - April 28, 2023
DFPG INVESTMENTS, LLC
BD
CRD#: 155576
Lehi, UT
Past
May 7, 2019 - June 14, 2023
TOWNSQUARE CAPITAL, LLC
RIA
CRD#: 288576
PROVO, UT
Past
January 11, 2011 - May 7, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
PROVO, UT
Past
December 23, 2009 - May 7, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
PROVO, UT
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(3/24/2025)
RR
California(9/2/2025)
RR
Colorado(5/12/2025)
RR
North Carolina(5/16/2025)
RR
North Dakota(8/18/2025)
IAR
Texas(2/16/2024)
RR
Texas(12/3/2024)
RR
Utah(5/2/2023)
IAR
Utah(5/9/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/16/2021
General Securities Representative ExaminationGeneral 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
Registered Investment Advisory firm - (3/24/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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#: 325175Provo, UT 84604TRUST BUT VERIFY
Monitor Jacob Rust
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
