Jeffrey Robert Hurst
Investment adviser representative at Portside Wealth Group, LLC
21 yearsExperience
2 statesRegistered in
$1.4BFirm assets
3 yearsFirm in business
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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
21 years in the industry.
- Portside Wealth Group, LLCMay 2023 to now
- The Leaders Group IncMay 2023 to now
- Hurst Financial ConsultingMar 2018 to now
- Hurst Tax ServiceJan 2005 to now
- Dfpg Investments, IncFeb 2019 to May 2023
- Townsquare Capital LLCMar 2018 to Jun 2023
- Allegis Investment Advisors LLCDec 2015 to Apr 2018
- Allegis Investment ServicesMay 2015 to Feb 2019
- Hurst & Co Pllc Formerly Sielaff and HurstJan 2015 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
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
- 4991475
- Firm CRD
- 325175