Jeffrey Johnson
Jeffrey Johnson is a CFP-designated registered investment advisor at Portside Wealth Group, LLC, based in South Jordan, UT, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual portfolio management fees range from 0% to 2.00% depending on asset size, complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
South Jordan, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey co-owns DJJ Real Estate Investing since 2018, spending minimal time collecting rent and maintaining buildings. He is also an insurance agent since 2019, selling life, health, disability, annuities, and long-term care insurance, also dedicating minimal time to this.
Employment History
Current Registrations
Portside Wealth Group, LLC
Previous Registrations
Cwm, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Ars Investment Advisors, INC.
Allegis Investment Advisors, LLC
Allegis Investment Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
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
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