John Homer (CRD# 249429) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Salt Lakecity, UT and has over 29 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portside Wealth Group | Provo, UT | May 2023 - Current | < 1 |
| The Leaders Group Inc. | Littleton, CO | Apr 2023 - Current | 1 |
| Oxford Financial Group | Salt Lake City, UT | Jul 1984 - Current | 39 |
| Independent Insurance Agent | Salt Lake City, UT | Mar 1973 - Current | 51 |
| Townsquare Capital, LLC | Provo, UT | Oct 2021 - Jun 2023 | 1 |
| Dfpg Investments, LLC | Sandy, UT | Jul 2020 - Apr 2023 | 2 |
| Dfpg Investments, LLC | Sandy, UT | Jul 2020 - Oct 2021 | 1 |
| Kms Financial Services, Inc. | Seattle, WA | Jun 2019 - Jun 2020 | 1 |
| First Western Advisors | Salt Lake City, UT | Nov 1994 - Jun 2019 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1994 |
- UT
-
Total Assets Under Management885MILLIONS
-
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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