John William Homer

Current Employers

Employment History

• 03/1973 → Present
  Independent Insurance Agent
  Salt Lake City, UT
• 11/1994 → 06/2019
  First Western Advisors
  Salt Lake City, UT
• 06/2019 → 06/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 07/2020 → 04/2023
  Dfpg Investments, Llc
  Sandy, UT
• 07/2020 → 10/2021
  Dfpg Investments, Llc
  Sandy, UT
• 10/2021 → 06/2023
  Townsquare Capital, Llc
  Provo, UT
• 07/1984 → Present
  Oxford Financial Group
  Salt Lake City, UT
• 04/2023 → Present
  The Leaders Group Inc
  Littleton, CO
• 05/2023 → Present
  Portside Wealth Group
  Provo, UT

Previous Registrations

• 2021-10-27 → 2023-06-23
  Townsquare Capital, Llc
  Salt Lake City, UT
  Lehi, UT
• 2020-07-01 → 2021-10-25
  Dfpg Investments, Llc
  Salt Lake City, UT
  Sandy, UT
  South Jordan, UT
  Salt Lake City, UT
• 2019-06-12 → 2020-06-30
  Kms Financial Services, Inc.
  Salt Lake City, UT
• 2004-01-23 → 2019-06-19
  First Western Advisors
  Salt Lake City, UT
  Salt Lake City, UT
  Munich

Other Businesses

1.) OXFORD FINANCIAL GROUP - 7/1/1984 - 455 E 500 S, Suite 305, Salt Lake City, UT 84111 - President & owner of company, Oversee operations of company, Not Invt Rel, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). 2. INDEPENDENT INSURANCE AGENT - 3/1/1973 - 455 E 500 S, Suite 305, Salt Lake City, UT 84111 - Agent, Fact finding, analysis, recommendation and implementation of life insurance and annuity products, Invt Rel, Insurance business, 25 hrs/mo; 25 hrs/mo (during trading hours). 3) PORTSIDE WEALTH GROUP RIA- 05/2023- PRESENT 3507 N UNIVERSITY SUITE 150, PROVO UT 84604 IAR, Fact finding analysis, recommendation and implementation of advisory investment products, Invt Rel, RA, 50 hrs/mo; 50 hrs/mo (during trading hours). 4) Taylor Acres Homeowner Association. President, non investment related, no comp. 1 hr per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-11-04

Designations