Jason Robert Jones

Employer firm

Portside Wealth Group, LLC CRD 325175

$1.43B regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 04/2018
  Allegis Investment Advisers, Llc Fka Bowen Group Advisors Llc
  Idaho Falls, ID
• 05/2014 → 02/2019
  Allegis Investment Services, Llc
  Idaho Falls, ID
• 03/2018 → 06/2023
  Townsquare Capital, Llc
  Provo, UT
• 02/2019 → 05/2023
  Dfpg Investments, Inc
  Sandy, UT
• 05/2005 → Present
  Cache Financial
  Providence, UT
• 05/2023 → Present
  The Leaders Group Inc
  Littleton, CO
• 05/2023 → Present
  Portside Wealth Group
  Provo, UT

Previous Registrations

• 2018-03-08 → 2023-06-08
  Townsquare Capital, Llc
  Lehi, UT
  Providence, UT
• 2012-02-09 → 2018-04-06
  Allegis Investment Advisors, Llc
  Providence, UT
  Idaho Falls, ID
• 2010-09-08 → 2012-02-09
  Signator Financial Services, Inc.
  Bellevue, WA
  Providence, UT
  North Logan, UT

Other Businesses

1.) NATIONAL CARD PAYMENTS: 8/1/2016 - 286 N Gateway Drive, Suite 202, Providence, UT 84332 - Sales Associate, Sales, Not Invt Rel, Merchant processing company, 5 hrs/mo; 5 hrs/mo (during trading hours). 2.) JRJ FINANCIAL SERVICES INC - 5/1/2005 - 286 N Gateway Drive, Suite 202, Providence, UT 84332 - Managing member, Tax advising/insurance & annuity sales & service/securities product & investment advisory services/sales & service, Invt Rel, Entity through which all commissions and fees are paid through, 12 hrs/mo; 12 hrs/mo (during trading hours). 3.) CACHE FINANCIAL - 5/1/2005 - 286 N Gateway Drive, Suite 202, Providence, UT 84332 - Managing member, Insurance/securities sales and service, Invt Rel, Insurance business, 12 hrs/mo; 12 hrs/mo (during trading hours). 4.) PORTSIDE WEALTH GROUP- 05/2023 286 N Gateway Drive, Suite 202, Providence, UT 84332 - IAR, Investment advisory sales & service/trading/money movement, Invt Rel, RA business, 80 hrs/mo; 80 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-03
• S63 Uniform Securities Agent State Law Examination
  1998-11-10

Designations

• Certified Financial Planner