Jacob Anthony Rust

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

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EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

Contact Information

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EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

Credentials

CFP®

Certified Financial Planner

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Years of Experience

17 years in the financial services industry

Current & Past Employments

PORTSIDE WEALTH GROUP, LLC·CRD# 325175

RIA

412 W Rivers Edge Dr, Provo, UT 84604

May 9, 2023 - Present

CONCORDE INVESTMENT SERVICES, LLC·CRD# 151604

BD

412 W Rivers Edge Drive, Provo, UT 84604

May 2, 2023 - Present

DFPG INVESTMENTS, LLC·CRD# 155576

BD

Lehi, UT

March 25, 2021 - April 28, 2023

TOWNSQUARE CAPITAL, LLC·CRD# 288576

RIA

Provo, UT

May 7, 2019 - June 14, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881

RIA

Provo, UT

January 11, 2011 - May 7, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881

BD

Provo, UT

December 23, 2009 - May 7, 2019

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EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

PW

PORTSIDE WEALTH GROUP, LLC

CRD#: 325175 / SEC#: 801-127529

RIA

Registered Investment Advisory firm - SEC (3/24/2023 Approved)

Contact Information

Main Address

3507 N University Ave Suite 150, Provo, UT 84604

Phone Number

(385) 412-1222

# of Employees

54

SEC notice filing (36 States and Territories)

Registered to provide investment advisory services in 36 US states and territories.

Documents

Part 2 Brochures

PORTSIDE WEALTH GROUP, LLC ADV BROCHURE (7/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

7,819

AUM (Assets Under Management)

$1,431,570,380

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EAGLE STRATEGIES LLC

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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. 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. 5. 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. 6. Squire CPA Firm, non-investment related. Orem, UT. Consulting/job placement, help CPA firm find candidates for their wealth advisory practice. Start date: April 2026. 1-5 hours/month during non-trading hours 1-5 hours/month during trading hours. 7. Jacob Rust, Real Estate License. Non-investment related. Provo, UT. Agent, selling & buying real estate for personal needs. Start date: Feb 2026. 1-5 hours/month during non-trading hours 1-5 hours/month during trading hours.

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EAGLE STRATEGIES LLC

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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

CRD#: 325175 / SEC#: 801-127529

RIA

Registered Investment Advisory firm - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(3/24/2025)

RR

California
(9/2/2025)

RR

Colorado
(5/12/2025)

RR

Nevada
(8/26/2026)

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)

RR

Wyoming
(12/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 2009About the Series 6 exam

FINRA

SRO Registrations

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EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Anthony Rust's CRS (Customer Relationship Summary).

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EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#