Jeremy Johnston (CRD# 2623656) is an Investment Advisor Representative working at Portside Wealth Group, LLC in South Jordan, UT and has over 28 years of experience in the finance industry.
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
CRD# 2588720
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group Inc. | Littleton, CO | Apr 2023 - Current | 1 |
| Portside Wealth Group | Provo, UT | Apr 2023 - Current | 1 |
| Johnstonrogers Financial Advisors | Millcreek, UT | May 1995 - Current | 29 |
| Townsquare Capital LLC | Provo, UT | Mar 2018 - Jun 2023 | 5 |
| Dfpg Investments, Inc. | Sandy, UT | Mar 2019 - Apr 2023 | 4 |
| Allegis Investment Services | Idaho Falls, ID | May 2015 - Feb 2019 | 3 |
| Allegis Investment Advisors | Idaho Falls, ID | May 2015 - May 2018 | 3 |
| Guardian Life Insurance Co Of America | Murry, UT | Feb 2008 - May 2015 | 7 |
| Park Avenue Securities LLC | Murry, UT | Feb 2008 - May 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1995 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- 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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