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RIA / WealthAdvisor32 years in industry

JASON CARLYLE SEYMOUR

Advisor at PORTSIDE WEALTH GROUP, LLC

American Fork, UT | PROVO, UT

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Search this name across graphsid dfx:ria:387d184c-e6dc-8265-c684-dafe92473467

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 14, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PORTSIDE WEALTH GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 20, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 20, 1994
First registration: Jan 14, 2003
Dual registered: no
IAPD individual key: 2494799

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PORTSIDE WEALTH GROUP, LLC	Independent wealth	Apr 17, 2023	n/a	yes	PROVO, UT\|American Fork, UT	Current employment
TOWNSQUARE CAPITAL, LLC	Asset manager	Jan 4, 2019	Jun 23, 2023	no	American Fork, UT\|LEHI, UT	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 29, 2003	Jan 23, 2019	no	ALPINE, UT	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Jan 14, 2003	Oct 28, 2003	no	SOUTH JORDAN, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TOWNSQUARE CAPITAL, LLC	PORTSIDE WEALTH GROUP, LLC	Jun 23, 2023	Apr 17, 2023	-67	Bulk transfer	RIA to new firm
LPL FINANCIAL LLC	TOWNSQUARE CAPITAL, LLC	Jan 23, 2019	Jan 4, 2019	-19	Firm change	RIA to RIA
NEW ENGLAND SECURITIES CORPORATION	LPL FINANCIAL LLC	Oct 28, 2003	Oct 29, 2003	1	Firm change	Other

Relationships

Registered with (4)

→ PORTSIDE WEALTH GROUP, LLCRegistered adviserregistration: current employment
Apr 17, 2023 to presentfactForm ADV
→ TOWNSQUARE CAPITAL, LLCRegistered adviserregistration: previous registration
Jan 4, 2019 to Jun 23, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 29, 2003 to Jan 23, 2019factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jan 14, 2003 to Oct 28, 2003factForm ADV

Dated events

No dated event names this entity yet.