Jacob P. Cazier
PORTSIDE WEALTH GROUP
Farmington, UT
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CRD#: 6904198
Professional summary
Jacob Perry Cazier, CFP®, who also goes by Jake Cazier, Jacob Cazier, is a registered financial advisor currently at PORTSIDE WEALTH GROUP, LLC located in Farmington, Utah.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jacob has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jake Cazier | Jacob Cazier
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) INSURANCE AGENT FOR VARIOUS INS COMPANIES, START DATE 01/2009. TIME SPENT ON THIS ACTIVITY IS APPROXIMATELY 5 HOURS PER MONTH. 2) THE CAZIER GROUP, LLC, dba ARROW SUITE, NON INVESTMENT RELATED, SOFTWARE PROGRAM FOR BUSINESSES- B2B 3) A Certified Divorce Financial Analyst (CDFA�)
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Perry Cazier'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®
Start date: 2020
Experience
Current
December 15, 2023 - Present
PORTSIDE WEALTH GROUP, LLC
RIA
CRD#: 325175
Farmington, UT
Past
October 4, 2018 - December 7, 2023
OAK LANE ADVISORS
RIA
CRD#: 140612
CENTERVILLE, UT
Past
May 9, 2018 - September 20, 2018
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
CLEARFIELD, UT
Past
May 8, 2018 - September 20, 2018
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
CLEARFIELD, UT
Past
January 27, 2018 - May 8, 2018
ALLEGIS INVESTMENT SERVICES, LLC
BD
CRD#: 168557
Clearfield, 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.Highlighted states indicate IAR registrations
IAR
Texas(12/5/2024)
IAR
Utah(12/15/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
