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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

Jeremy Rich Johnston

Advisor at PORTSIDE WEALTH GROUP, LLC

PROVO, UT | South Jordan, UT

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Search this name across graphsid dfx:ria:69f74b59-4c55-da6e-623e-7d803fc7a7ea

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 9, 1997 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: May 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jul 7, 1995
First registration: Apr 9, 1997
Dual registered: yes, broker-dealer
Other names: JEREMY R JOHNSTON
IAPD individual key: 2623656

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 25, 2023	n/a	yes	South Jordan, UT\|PROVO, UT	Current employment
TOWNSQUARE CAPITAL, LLC	Asset manager	Apr 4, 2018	Jun 23, 2023	no	LEHI, UT\|SOUTH JORDAN, UT\|Salt Lake City, UT\|Millcreek, UT	Previous registration
ALLEGIS INVESTMENT ADVISORS, LLC	Former SEC adviser	Jun 5, 2015	May 3, 2018	no	SOUTH JORDAN, UT\|IDAHO FALLS, ID	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Aug 12, 2004	Jun 2, 2015	no	SALT LAKE CITY, UT\|MURRAY, UT	Previous registration
INTEGRATED WEALTH MANAGEMENT, LLC	Former SEC adviser	Aug 5, 2002	Jul 2, 2004	no	SALT LAKE CITY, UT	Previous registration
OSAIC FA, INC.	Former SEC adviser	Apr 9, 1997	Aug 2, 2002	no	SALT LAKE CITY, 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 25, 2023	-59	Bulk transfer	RIA to new firm
ALLEGIS INVESTMENT ADVISORS, LLC	TOWNSQUARE CAPITAL, LLC	May 3, 2018	Apr 4, 2018	-29	Firm change	RIA to RIA
PARK AVENUE SECURITIES LLC	ALLEGIS INVESTMENT ADVISORS, LLC	Jun 2, 2015	Jun 5, 2015	3	Firm change	Other
INTEGRATED WEALTH MANAGEMENT, LLC	PARK AVENUE SECURITIES LLC	Jul 2, 2004	Aug 12, 2004	41	Firm change	Other
OSAIC FA, INC.	INTEGRATED WEALTH MANAGEMENT, LLC	Aug 2, 2002	Aug 5, 2002	3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
157314:288576:ID:2018-04-25	May 3, 2018	Apr 4, 2018	IDAHO FALLS, ID	Firm change

Relationships

Registered with (6)

→ PORTSIDE WEALTH GROUP, LLCRegistered adviserregistration: current employment
Apr 25, 2023 to presentfactForm ADV
→ TOWNSQUARE CAPITAL, LLCRegistered adviserregistration: previous registration
Apr 4, 2018 to Jun 23, 2023factForm ADV
→ ALLEGIS INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 5, 2015 to May 3, 2018factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Aug 12, 2004 to Jun 2, 2015factForm ADV
→ INTEGRATED WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 5, 2002 to Jul 2, 2004factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Apr 9, 1997 to Aug 2, 2002factForm ADV

Dated events

No dated event names this entity yet.