Advisor at Portside Wealth Group, LLC
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Firm
Portside Wealth Group, LLC
Location
Providence, UT 84332
Credentials
CFP®, Series 63, Series 65
Industry experience
25 years
Jason Jones is a CFP® professional with 25 years of industry experience, currently serving at Portside Wealth Group, LLC. His work history includes roles at The Leaders Group Inc, Dfpg Investments, Inc, Townsquare Capital, LLC, and Allegis Investment Services, LLC. Outside of his advisory work, he is involved in merchant processing through National Card Payments and manages tax advising and insurance services via JRJ Financial Services Inc. Portside Wealth Group, LLC provides advisory services to individuals, pension plans, charitable organizations, and businesses, focusing on discretionary portfolio management and financial planning. The firm employs a tailored investment approach using model portfolios and third-party managers, primarily recommending ETFs, equities, and mutual funds.
Based on Portside Wealth Group, LLC
Based on Portside Wealth Group, LLC
Project fees for financial planning range from $100 to $10,000 depending on complexity; general consulting available at an annual flat rate, negotiable.
0% to 2% annually (negotiable, varies by account size, services, and complexity)
Certain advisory persons are registered representatives and insurance agents and receive commissions separately from advisory fees.
$150 to $350 per hour for financial planning services, negotiable.
Fee-only: Portfolio management fees are fee-only (no commissions) but some associated persons receive commissions separately for insurance and securities sales.
286 N Gateway Dr Suite 202
Providence, UT 84332
Texas · Utah
Portside Wealth Group
2023 - Present (3 years)
The Leaders Group Inc
2023 - Present (3 years)
Dfpg Investments, Inc
2019 - 2023 (4 years)
Townsquare Capital, LLC
2018 - 2023 (5 years)
Allegis Investment Services, Llc
2014 - 2019 (5 years)
Allegis Investment Advisers, Llc Fka Bowen Group Advisors Llc
2012 - 2018 (6 years)
Cache Financial
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Newton, UT
Ferguson Financial Advisors
Series 63, Series 65
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Connect Financial Advisors
CFP®, Series 63
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Allred Jackson Financial Planning, LLC
CFP®, Series 66
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Connect Financial Advisors
CFP®, Series 65
Providence, UT
Riley S. Crosbie Advisory, LLC dba Crosbie Financial
Series 65
Logan, UT
Peak Investment Coaching, LLC
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