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.

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

Oct 29, 1998earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Oct 29, 1998

First registration

Oct 26, 2004

Dual registered

no

Other names

JEFF BRENT JOHNSON

IAPD individual key

3129442

• Occurred

  Sep 5, 2025
  Advisor changed firm

  Jeffrey Brent Johnson left Cwm, Llc for Portside Wealth Group, Llc (registered 2025-09-15)

  Form ADVobserved 6 days ago
• Occurred

  Jun 13, 2024
  Advisor changed firm

  Jeffrey Brent Johnson left Ars Investment Advisors, Inc. for Cwm, Llc (registered 2024-01-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9c7c57a8-9530-42a5-a00c-bd528a48aa5f

First observed

Oct 26, 2004

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.