Jeffrey
Hurst
Portside Wealth Group, LLC
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About this Advisor
Jeffrey Hurst is a financial advisor based in Provo, Utah, working with Portside Wealth Group, LLC. Jeffrey has previously held positions at Sielaff And Hurst, Investacorp Inc, Allegis Investment Services, Hurst & Co Pllc Formerly Sielaff And Hurst, Townsquare Capital LLC, Allegis Investment Advisors LLC, Dfpg Investments, Inc, Hurst Tax Service, Hurst Financial Consulting, The Leaders Group Inc, and Portside Wealth Group. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho and Texas. Currently, Jeffrey 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
Jeffrey Hurst Work History
The Leaders Group Inc
Portside Wealth Group
Hurst Financial Consulting
Hurst Tax Service
Dfpg Investments, Inc
Townsquare Capital LLC
Allegis Investment Services
Hurst & Co Pllc Formerly Sielaff And Hurst
Allegis Investment Advisors LLC
Investacorp Inc
Sielaff And Hurst
Disclosures
Please visit the SEC profile of Jeffrey Hurst 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
Denver, CO
Provo, UT
Provo, UT
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Scottsdale, AZ
Burley, ID
Provo, UT
Aurora, CO
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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