Jacob Rust (CRD# 5536530) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 14 years of experience in the finance industry. Jacob Rust has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Investment Services, LLC | Livonia, MI | May 2023 - Current | < 1 |
| Portside Wealth Group | Provo, UT | May 2023 - Current | < 1 |
| Townsquare Capital LLC | Provo, UT | May 2019 - Jun 2023 | 4 |
| Dfpg Investments, LLC | Sandy, UT | Mar 2021 - Apr 2023 | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - May 2019 | 3 |
| Northwestern Mutual Investment Services LLC | Provo, UT | Apr 2009 - May 2019 | 10 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2008 - May 2019 | 11 |
| Northwestern Mutual Investment Services, LLC | Provo, UT | Feb 2015 - Mar 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S65 | NASAA Investment Advisors Law Examination | Dec 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
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