Jeffrey Brent Johnson
Investment adviser representative at Portside Wealth Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
Are you Jeffrey Brent Johnson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Portside Wealth Group, LLCSep 2025 to now
- Cwm, LLCJan 2024 to Sep 2025
- United Planners' Financial Services of America a Limited PartnerMar 2019 to Feb 2021
- Ars Investment Advisors, IncMay 2018 to Jun 2024
- Allegis Investment ServicesJan 2015 to Apr 2019
- Allegis Investment AdvisorsJan 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (UT).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3129442
- Firm CRD
- 325175