Jason Morgan Cain

111 South Main Street Suite 2350, Salt Lake City, UT 84111 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-10-15
UT	RA	APPROVED	2025-10-14
IL	RA	APPROVED	2025-10-07

Branch Locations

111 South Main Street Suite 2350, Salt Lake City, UT 84111 • United States

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

Organization	City	State	From	To
Svb Wealth Llc (F/K/A) Boston Private Wealth Llc	Palm Beach Gardens	FL	10/2019	10/2022
Svb Wealth Llc	Palm Beach Gardens	FL	10/2022	04/2023
Bdo Usa, Llp	Chicago	IL	06/2017	09/2019
Mirador Family Wealth Advisors	Chicago	IL	04/2015	06/2017
The Cynosure Group	Salt Lake City	UT	04/2023	10/2025
Cynosure Portfolio Advisors Llc	Salt Lake City	UT	10/2025	Present

10/2019 → 10/2022

Svb Wealth Llc (F/K/A) Boston Private Wealth Llc

Palm Beach Gardens, FL
10/2022 → 04/2023

Svb Wealth Llc

Palm Beach Gardens, FL
06/2017 → 09/2019

Bdo Usa, Llp

Chicago, IL
04/2015 → 06/2017

Mirador Family Wealth Advisors

Chicago, IL
04/2023 → 10/2025

The Cynosure Group

Salt Lake City, UT
10/2025 → Present

Cynosure Portfolio Advisors Llc

Salt Lake City, UT

Columbia University School of Professional Studies; not investment related; Lecturer; 32hours/month during non-working hours; NY, NY

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-12-14