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Jeremy Evan Portnoff

Portsalus Wealth Management

Mission Viejo, CA

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Current Employers
Portsalus Wealth Management

27201 Puerta Real Suite 300, Mission Viejo, CA 92691 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-27
NJ RA APPROVED 2024-02-20
CA RA APPROVED 2023-08-22
  • MA RA
    APPROVED
    Since 2026-07-27
  • NJ RA
    APPROVED
    Since 2024-02-20
  • CA RA
    APPROVED
    Since 2023-08-22

Branch Locations

27201 Puerta Real Suite 300, Mission Viejo, CA 92691 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portnoff Financial Llc Woodbridge NJ 03/2005 04/2019
Tempus Wealth Planning, Llc Irvine CA 04/2019 04/2024
Portsalus Wealth Management Ladera Ranch CA 07/2023 Present
Previous Registrations
  • 2019-05-13 → 2024-04-05
    Tempus Wealth Planning, Llc
    Irvine, CA
  • 2005-05-19 → 2020-01-01
    Portnoff Financial Llc
    Edison, NJ
    Edison, NJ
    Warren, NJ
    Woodbridge, NJ
  • 2003-10-27 → 2005-02-28
    National Planning Corporation
    Anaheim, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-10-09
S63 Uniform Securities Agent State Law Examination 2002-08-26
  • S65 Uniform Investment Adviser Law Examination
    2003-10-09
  • S63 Uniform Securities Agent State Law Examination
    2002-08-26
Designations

View on SEC IAPD

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POINT WEST ASSET MANAGEMENT LLC

Other Investors

Brian Tracy Lam
Robert Joseph Brown
STEVEN DAVID SHIELDS
Karim A. Mekhail
Logan S. Sandhu
WESLEY GARY GUNTER
Carmelo Anthony Battaglia
WILLIAM RONALD EDDE

Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA

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