Jeffrey
Hurst

Portside Wealth Group, LLC

CRD#4991475
Investment Advisor
in Provo, UT

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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

Series 63, Series 65

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

Jeffrey Hurst Work History

2023 - Present (1 year)

The Leaders Group Inc

2023 - Present (1 year)

Portside Wealth Group

2018 - Present (6 years)

Hurst Financial Consulting

2005 - Present (19 years)

Hurst Tax Service

2019 - 2023 (4 years)

Dfpg Investments, Inc

2018 - 2023 (5 years)

Townsquare Capital LLC

2015 - 2019 (4 years)

Allegis Investment Services

2015 - 2023 (8 years)

Hurst & Co Pllc Formerly Sielaff And Hurst

2015 - 2018 (3 years)

Allegis Investment Advisors LLC

2012 - 2015 (3 years)

Investacorp Inc

2009 - 2015 (6 years)

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

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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