Jason Jones

About Jason Jones

We help institutions, small business owners, and individuals achieve their financial goals. We serve our clients with regard to their investments and insurance objectives and needs. We specialize in wealth advisory services helping clients with or more of investable assets. Investment Advisory Representative of, and Investment Advisory Services through, Portside Wealth Group, LLC, an SEC Registered Investment Advisor. Portside Wealth Group, LLC, and its representatives do not provide tax or legal advice and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability. Securities offered through The Leaders Group, Inc: Securities Dealer, Member FINRA/SIPC: 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120. Ph: 30••••••80. All named entities are unafilliated.

Experience

1. Investment Advisor Representative

   Portside Wealth Group

   Jun 2023 — Present

Education

• Utah State University - Jon M. Huntsman School of Business

  MBA, Business, Accounting

  1993 — 2000

Skills

• Customer Service
• Financial Analysis
• Financial Planners
• Investments
• Customer Satisfaction
• Asset Management
• Insurance
• Accounting
• Retirement
• Estate Planning
• Strategic Financial Planning
• Retirement Planning
• Small Business
• Investment Strategies
• Financial Services