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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Hurst is a financial advisor who has been in the industry since 2005. Jeffrey is registered with Portside Wealth Group, LLC and has a Series 6, Series 63, Series 65 and SIE license. Jeffrey has been registered with the Securities and Exchange Commission (SEC) and various state securities regulators. Jeffrey is also a Certified Public Accountant (CPA) and holds a number of other licenses and certifications. Jeffrey is currently working at the Provo office of Portside Wealth Group, LLC which has offices in both Meridian, Idaho, and Provo, Utah.
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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2
UT
02/20/2024 - Present
Portside Wealth Group, LLC (PROVO UT)
ID
02/28/2019 - 05/12/2023
DFPG INVESTMENTS, LLC (Meridian ID)
ID
05/29/2015 - 03/28/2019
ALLEGIS INVESTMENT SERVICES, LLC (Meridian ID)
ID
10/01/2012 - 06/05/2015
INVESTACORP, INC. (MERIDIAN ID)
ID
10/08/2009 - 10/02/2012
ONEAMERICA SECURITIES, INC. (BOISE ID)
ID
07/20/2007 - 10/02/2009
BENEFICIAL INVESTMENT SERVICES, INC. (BOISE ID)
ID
11/08/2005 - 08/09/2007
EQUITY SERVICES, INC. (BOISE ID)
IA
Issued 12/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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