Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Johnston is an Investment Advisor Representative with Portside Wealth Group, LLC. Jeremy has been in the financial industry since 1995. Jeremy is registered with both FINRA and the Securities and Exchange Commission. Jeremy specializes in financial planning, portfolio management for businesses and individuals and pension consulting. Jeremy has a variety of designations and licenses to help meet your financial needs.
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
04/25/2023 - Present
Portside Wealth Group, LLC (PROVO UT)
UT
03/01/2019 - 04/17/2023
DFPG INVESTMENTS, LLC (Millcreek UT)
UT
05/20/2015 - 03/28/2019
ALLEGIS INVESTMENT SERVICES, LLC (SOUTH JORDAN UT)
UT
07/20/2004 - 06/02/2015
PARK AVENUE SECURITIES LLC (MURRAY UT)
AZ
07/29/2002 - 06/25/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IN
01/06/1997 - 08/02/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/06/1997 - 08/02/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
07/06/1995 - 01/09/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/06/1995 - 01/09/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 09/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 04/18/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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