Jeremy Johnston
Jeremy Johnston is a registered investment advisor at Portside Wealth Group, LLC, based in South Jordan, UT, with 30 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
4055 S 700 E Suite 207, South Jordan, UT, 84095
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2022Other Business ActivitiesSells Insurance
Jeremy is an agent for Johnstonrogers Financial Advisors, where he shops for life insurance and annuities, dedicating minimal time to this activity. He is also an IAR for Portside Wealth Group, LLC, spending about a quarter of his time on RA business.
Employment History
Current Registrations
Portside Wealth Group, LLC
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Dfpg Investments, LLCBroker
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
Allegis Investment Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Integrated Wealth Management, LLC
Sunamerica Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.