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Jason Carlyle Seymour

Portside Wealth Group, LLC

Provo, UT

American Fork, UT

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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 2023-06-08
UT RA APPROVED 2023-04-17
  • TX RA
    APPROVED
    Since 2023-06-08
  • UT RA
    APPROVED
    Since 2023-04-17

Branch Locations

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

Po Box 1351, American Fork, UT 84003 • 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
Lpl Financial, Llc (Formerly: Linsco/Private Ledger) Alpine UT 10/2003 01/2019
Townsquare Capital Llc Provo UT 01/2019 06/2023
Portside Wealth Group Provo UT 04/2023 Present
  • 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
Other Businesses

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

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

View on SEC IAPD

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Other Investors

Jason Robert Jones
KURT HAROLD BROWN
RODNEY AUSTIN WALKER
Eric Dean Stuart
Jeffrey Robert Hurst
Catherine Audrey White
JACOB PERRY CAZIER
Eric Barnes

Other Offices

JOSEPH M. LARSEN, C.P.A., P.C. · PROVO, UT
COMMONWEALTH FINANCIAL NETWORK · Provo, UT
RAYMOND JAMES & ASSOCIATES, INC. · Provo, UT
COLE FINANCIAL ADVISORS, INC. · PROVO, UT
EDWARD JONES · PROVO, UT
ACCUVEST GLOBAL ADVISORS, INC. · PROVO, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Provo, UT
EAGLE STRATEGIES LLC · PROVO, UT

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