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Jeremy Johnston

Portside Wealth Group, LLC
31 Years of Experience
South Jordan, UT
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeremy Johnston is a registered investment advisor at Portside Wealth Group, LLC, based in South Jordan, UT, with 31 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,475 clients with $1.4B in assets under management.

Portside Wealth Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
6,475 clients
Average Client Portfolio
$221K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual portfolio management fees range from 0% to 2.00% depending on asset size, complexity, and administration level. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4055 S 700 E Suite 207, South Jordan, UT, 84095

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2022
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other 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
April 2023 - Present · 3 yrs 6 mos
The Leaders Group, INC.
April 2023 - Present · 3 yrs 6 mos
The Leaders Group, INC.Broker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Dfpg Investments, LLCBroker
March 2019 - April 2023 · 4 yrs 1 mo
Townsquare Capital, LLC
April 2018 - June 2023 · 5 yrs 2 mos
Allegis Investment Advisors, LLC
June 2015 - May 2018 · 2 yrs 11 mos
Allegis Investment Services, LLCBroker
May 2015 - March 2019 · 3 yrs 10 mos
Park Avenue Securities LLC
August 2004 - June 2015 · 10 yrs 10 mos
Park Avenue Securities LLCBroker
July 2004 - June 2015 · 10 yrs 11 mos
Integrated Wealth Management, LLC
August 2002 - July 2004 · 1 yr 11 mos
Sunamerica Securities, INC.Broker
July 2002 - June 2004 · 1 yr 11 mos
Lincoln Financial Advisors Corporation
April 1997 - August 2002 · 5 yrs 4 mos
Lincoln Financial Advisors CorporationBroker
January 1997 - August 2002 · 5 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
January 1997 - August 2002 · 5 yrs 7 mos
John Hancock Distributors, INC.Broker
July 1995 - January 1997 · 1 yr 6 mos
John Hancock Mutual Life Insurance CompanyBroker
July 1995 - January 1997 · 1 yr 6 mos
State Registrations5 states
ARCAIDTXUT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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