JACOB PERRY CAZIER is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with PORTSIDE WEALTH GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PORTSIDE WEALTH GROUP, LLC | 2023-12-15 | present | Yes |
| OAK LANE ADVISORS | 2018-10-04 | 2023-12-07 | — |
| J. W. COLE ADVISORS, INC. | 2018-05-09 | 2018-09-20 | — |