Jonathan Porter, financial advisor Los Altos CA
93 score

Jonathan Porter

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jonathan H. Porter
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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