Jacob
Cazier
Portside Wealth Group, LLC
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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
Services Offered
Fee Structure
Office Location
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Portside Wealth Group, LLC Brokerage Details
$884,770,030
40
10,048
$88,054
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
Portside Wealth Group
Canyon Strategic Wealth
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Wealth Navigation Advisors
Summit Capital / Allegis Investment Services
Farm Bureau
Utah State University
Sage Pest Control
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
Provo, UT
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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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