Jason Carlyle Seymour

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

• 10/2003 → 01/2019
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger)
  Alpine, UT
• 01/2019 → 06/2023
  Townsquare Capital Llc
  Provo, UT
• 04/2023 → Present
  Portside Wealth Group
  Provo, UT

Previous Registrations

• 2019-01-04 → 2023-06-23
  Townsquare Capital, Llc
  American Fork, UT
  Lehi, UT
• 2003-10-29 → 2019-01-23
  Lpl Financial Llc
  Alpine, UT
• 2003-01-14 → 2003-10-28
  New England Securities
  South Jordan, UT

Other Businesses

1. 9/13/07- JASON SEYMOUR- SELF-NON-VARIABLE INSURANCE/ LIFE, HEALTH, DISABILITY, VA'S/ 5% OF HOURS/ ALPINE, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-20
• S63 Uniform Securities Agent State Law Examination
  1994-06-20