linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob Perry Cazier

Portside Wealth Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob Perry Cazier

Jacob Cazier is a financial advisor with Portside Wealth Group, LLC. Jacob has been a financial advisor since 2018 and has experience working with individuals, families, and businesses. Jacob specializes in financial planning, investment management, and retirement planning. Jacob is a Certified Financial Planner™ and a Certified Divorce Financial Analyst™.

Firm Information

Jacob Cazier is currently registered with Portside Wealth Group, LLC. Portside Wealth Group, LLC is a Registered Investment Adviser with the SEC based in Provo, UT. The firm has 35 licensed agents, 40 investment adviser representatives, and 9 registered representatives. They manage $884,770,030 in regulatory assets under management for 10,048 clients. Portside Wealth Group, LLC provides a range of advisory services including financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Their client base includes individuals, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
Portside Wealth Group, LLC

3507 N UNIVERSITY AVE

PROVO, UT 84604

$884.77M

Assets Under Management

19

Total Clients

38

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Cazier’s Registration & Firm History

UT

12/15/2023 - Present

Portside Wealth Group, LLC (PROVO UT)

UT

05/08/2018 - 09/20/2018

J.W. COLE FINANCIAL, INC. (CLEARFIELD UT)

UT

01/27/2018 - 05/08/2018

ALLEGIS INVESTMENT SERVICES, LLC (Clearfield UT)

Not sure if Jacob Perry Cazier is right for you?

Licenses & Designations

IA

Issued 03/27/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Jacob Perry Cazier. Review regulatory record here.
Not sure if Jacob Perry Cazier is right for you?