Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Rust is a financial advisor with Portside Wealth Group, LLC. Jacob has been in the financial industry since 2009. Jacob is licensed to provide investment advice in Utah and Texas. Jacob has earned several designations, including the Certified Financial Planner and Chartered Financial Consultant designations. Jacob is a dedicated professional with a commitment to helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
05/09/2023 - Present
Portside Wealth Group, LLC (PROVO UT)
UT
03/25/2021 - 04/28/2023
DFPG INVESTMENTS, LLC (Lehi UT)
UT
12/23/2009 - 05/07/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PROVO UT)
IA
Issued 12/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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