Jacob Anthony Rust
Investment adviser representative at Portside Wealth Group, LLC
18 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.4BFirm assets
Are you Jacob Anthony Rust? 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
18 years in the industry.
- Portside Wealth Group, LLCMay 2023 to now
- Concorde Investment Services, LLCMay 2023 to now
- Dfpg Investments, LLCMar 2021 to Apr 2023
- Townsquare Capital LLCMay 2019 to Jun 2023
- Northwestern Mutual Wealth Management CompanyJan 2016 to May 2019
- Northwestern Mutual Investment Services LLCApr 2009 to May 2019
- Northwestern Mutual Life Insurance CompanyMay 2008 to May 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 5536530
- Firm CRD
- 325175