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Kristi K Jorgenson

Portside Wealth Group, LLC

Riverside, CA

Provo, 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
CA RA APPROVED 2025-01-30
  • CA RA
    APPROVED
    Since 2025-01-30

Branch Locations

3714 Tibbetts St Suite 100, Riverside, CA 92506 • United States

3507 N University Ave Suite 150, Provo, UT 84604 • 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
Mckell Partners Riverside CA 12/2022 Present
Portside Wealth Group Provo UT 01/2025 Present
Unemployed Riverside CA 01/2012 12/2022
  • 12/2022 → Present
    Mckell Partners
    Riverside, CA
  • 01/2025 → Present
    Portside Wealth Group
    Provo, UT
  • 01/2012 → 12/2022
    Unemployed
    Riverside, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-14
  • S65 Uniform Investment Adviser Law Examination
    2024-09-14

View on SEC IAPD

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