Jacob
Cazier

Portside Wealth Group, LLC

CRD#6904198
Investment Advisor
in Provo, UT

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About this Advisor

Jacob Cazier is a financial advisor based in Provo, Utah, working with Portside Wealth Group, LLC. Jacob has previously held positions at Summit Capital / Allegis Investment Services, Farm Bureau, The Church Of Jesus Christ Of Latter Day Saints, Utah State University, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Wealth Navigation Advisors, Sage Pest Control, Portside Wealth Group, and Canyon Strategic Wealth. Jacob has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Utah. Currently, Jacob is part of Portside Wealth Group, LLC, which operates out of Provo, Utah. The firm has 28 offices and 40 employees. The firm manages assets totaling $884.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Portside Wealth Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3507 N University Ave Suite 150
Provo, UT 84604

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Portside Wealth Group, LLC Brokerage Details

Total Assets Under Management

$884,770,030

UT Average: $693,624,108
Total Number of Employees

40

UT Average: 12
Total Number of Accounts

10,048

UT Average: 1,115
Average Account Size

$88,054

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jacob Cazier Work History

2023 - Present (1 year)

Portside Wealth Group

2023 - Present (1 year)

Canyon Strategic Wealth

2018 - 2018 (< 1 year)

J.W. Cole Financial, Inc

2018 - 2018 (< 1 year)

J.W. Cole Advisors, Inc

2018 - 2023 (5 years)

Wealth Navigation Advisors

2017 - 2018 (1 year)

Summit Capital / Allegis Investment Services

2015 - 2015 (< 1 year)

Farm Bureau

2015 - 2019 (4 years)

Utah State University

2015 - 2019 (4 years)

Sage Pest Control

2013 - 2015 (2 years)

The Church Of Jesus Christ Of Latter Day Saints

Disclosures

Please visit the SEC profile of Jacob Cazier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Portside Wealth Group, LLC

Frederick Harris
Denver, CO
Christopher Cox
Provo, UT
Sean Heney
Scottsdale, AZ
William Snider
Provo, UT
Catherine White
Provo, UT
Kyler Redder
Burley, ID
Adam Graves
Aurora, CO
Adam Mckell
Riverside, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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