Jacob Perry Cazier

Current Employers

Employment History

• 08/2017 → 05/2018
  Summit Capital / Allegis Investment Services
  Clearfield, UT
• 08/2015 → 01/2019
  Utah State University
  Logan, UT
• 05/2018 → 09/2018
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2018 → 09/2018
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 09/2018 → 12/2023
  Wealth Navigation Advisors
  Centerville, UT
• 03/2015 → 12/2019
  Sage Pest Control
  Lindon, UT
• 12/2023 → Present
  Portside Wealth Group
  Provo, UT
• 12/2023 → Present
  Canyon Strategic Wealth
  Provo, UT
• 08/2025 → Present
  Canyon Ops
  Farmington, UT

Previous Registrations

• 2018-10-04 → 2023-12-07
  Oak Lane Advisors
  Centerville, UT
• 2018-05-09 → 2018-09-20
  J. W. Cole Advisors, Inc.
  Clearfield, UT
  Tampa, FL

Other Businesses

1) 06/2019INSURANCE AGENT FOR VARIOUS INS COMPANIES, START DATE 01/2009. TIME SPENT ON THIS ACTIVITY IS APPROXIMATELY 5 HOURS PER MONTH. 2) 07/2016THE CAZIER GROUP, LLC, dba ARROW SUITE, NON INVESTMENT RELATED, SOFTWARE PROGRAM FOR BUSINESSES- B2B 3) 12/2023 Jacob Cazier is Owner of The Cazier Group, LLC, a Software Program for Businesses. Mr. Cazier's duties as the Owner of The Cazier Group, LLC do not create a conflict of interest to his provision of advisory services through Portside Wealth Group, LLC. 4) 08/2025 Jake Cazier is the owner of Canyon Ops a technology platform that designs and builds workflow for financial services. Canyon Ops operates independently from Portside and is not affiliated.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-27
• S63 Uniform Securities Agent State Law Examination
  2018-02-16

Other Names

• Jake Cazier
• Jacob Perry Cazier
• Jacob Cazier