Jonathan PorterCRD Number: 5274991
Current Firm: Three Bell Capital LLC
Jonathan Porter (CRD# 5274991) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has over 10 years of experience in the finance industry.
Altos Investments, Inc.
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Zanbato Securities LLC||Mountain View, CA||May 2016 - Current||< 1|
|Three Bell Capital LLC||Menlo Park, CA||Nov 2011 - Current||5|
|Trump Securities, LLC||New York, NY||Feb 2015 - Feb 2016||1|
|Emerson Equity LLC||San Mateo, CA||Oct 2011 - Dec 2015||4|
|Three Bridge Wealth Advisors LLC||Menlo Park, CA||Sep 2009 - Oct 2011||2|
|Smith Barney||Menlo Park, CA||Jan 2007 - Aug 2009||2|
|Apple Computer, Inc.||Cupertino, CA||Apr 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management256MILLIONS
Total Number of Accounts221ACCOUNTS
Average Account Value$1,158,801
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, NY, TX, WA
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