Jeffrey Wangsgard (CRD# 4464908) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 22 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cache Financial | Providence, UT | May 2023 - Current | 1 |
| The Leaders Group Inc. | Littleton, CO | May 2023 - Current | 1 |
| Portside Wealth Group | Provo, UT | May 2023 - Current | 1 |
| Jeffrey R Wangsgard & Assoc LLC | Logan, UT | Oct 2019 - Current | 4 |
| Jeffrey R Wangsgard | Logan, UT | Jan 2001 - Current | 23 |
| Townsquare Capital | Provo, UT | Mar 2018 - Jun 2023 | 5 |
| Dfpg Investments, Inc. | Sandy, UT | Feb 2019 - May 2023 | 4 |
| Saunders Wangsgard & Assoc | Porvidence, UT | Jan 2001 - Oct 2019 | 18 |
| Allegis Investment Services, LLC | Idaho Falls, ID | May 2014 - Feb 2019 | 4 |
| Allegis Investment Advisers, Llc Fka Bowengroup Advisors | Providence, UT | Jan 2012 - Apr 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
- TX
- UT
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Total Assets Under Management885MILLIONS
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Total Number of Accounts10,048ACCOUNTS
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Average Account Value$88,054
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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