Jacob Perry Cazier
Investment adviser representative at Portside Wealth Group, LLC
11 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
11 years in the industry.
- Canyon OpsAug 2025 to now
- Portside Wealth Group, LLCDec 2023 to now
- Canyon Strategic WealthDec 2023 to now
- Wealth Navigation AdvisorsSep 2018 to Dec 2023
- J.W. Cole Advisors, Inc.May 2018 to Sep 2018
- J.W. Cole Financial, Inc.May 2018 to Sep 2018
- Summit Capital / Allegis Investment ServicesAug 2017 to May 2018
- Utah State UniversityAug 2015 to Jan 2019
- Sage Pest ControlMar 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
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
- 6904198
- Firm CRD
- 325175