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Current Employers
Portside Wealth Group, Llc

3507 N University Ave Suite 150, Provo, UT 84604 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-20
ID RA APPROVED 2023-05-12
  • TX RA
    APPROVED_RES
    Since 2024-02-20
  • ID RA
    APPROVED
    Since 2023-05-12

Branch Locations

3507 N University Ave Suite 150, Provo, UT 84604 • United States

3137 S Meridian Rd, Meridian, ID 83642 • 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
Allegis Investment Services Idaho Falls ID 05/2015 02/2019
Hurst & Co Pllc Formerly Sielaff And Hurst Boise ID 01/2015 05/2023
Townsquare Capital Llc Provo UT 03/2018 06/2023
Allegis Investment Advisors Llc Meridian UT 12/2015 04/2018
Dfpg Investments, Inc Sandy UT 02/2019 05/2023
Hurst Tax Service Meridian ID 01/2005 Present
Hurst Financial Consulting Meridian ID 03/2018 Present
The Leaders Group Inc Littleton CO 05/2023 Present
Portside Wealth Group Provo UT 05/2023 Present
  • 05/2015 → 02/2019
    Allegis Investment Services
    Idaho Falls, ID
  • 01/2015 → 05/2023
    Hurst & Co Pllc Formerly Sielaff And Hurst
    Boise, ID
  • 03/2018 → 06/2023
    Provo, UT
  • 12/2015 → 04/2018
    Allegis Investment Advisors Llc
    Meridian, UT
  • 02/2019 → 05/2023
    Dfpg Investments, Inc
    Sandy, UT
  • 01/2005 → Present
    Hurst Tax Service
    Meridian, ID
  • 03/2018 → Present
    Hurst Financial Consulting
    Meridian, ID
  • 05/2023 → Present
    The Leaders Group Inc
    Littleton, CO
  • 05/2023 → Present
    Portside Wealth Group
    Provo, UT
Previous Registrations
  • 2018-03-26 → 2023-06-14
    Meridian, ID
    Lehi, UT
  • 2015-12-08 → 2018-04-25
    Allegis Investment Advisors, Llc
    Meridian, ID
    Idaho Falls, ID
Other Businesses

1.) HURST TAX SERVICE - 1/1/2005 - 3137 S Meridian Road, Suite 100, Meridian, ID 83642 - Owner/CPA, Tax preparation & advice, Not Invt Rel, Tax & accounting services, 40 hrs/mo; 30 hrs/mo (during trading hours). 2.) HURST FINANCIAL CONSULTING - 10/1/2019 - 3137 S Meridian Road, Suite 100, Meridian, ID 83642 - Insurance agent, Meet with clients & prospects to determine their insurance needs, Not Invt Rel, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) PORTSIDE WEALTH RIA - 5/1/2023 - 3137 S Meridian Road, Suite 100, Meridian, ID 83642 - Registered Investment Advisor Representative, Financial planning and investment management, Invt Rel, IAR business, 150 hrs/mo; 150 hrs/mo (during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-04
S63 Uniform Securities Agent State Law Examination 2005-11-07
  • S65 Uniform Investment Adviser Law Examination
    2015-12-04
  • S63 Uniform Securities Agent State Law Examination
    2005-11-07
Other Names
  • Jeffrey Hurst
  • Jeffrey Robert Hurst
  • Jeffery Robert Hurst

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