Jon Porter, financial advisor Los Altos CA
104 score

Jon Porter

CRD Number: 5274991
Current Firm: Three Bell Capital LLC
Compensation Model: Fee Only

Jon Porter is the Founder and CEO of Three Bell Capital, located in Los Altos, CA.  Jon has over 10 years of experience as a wealth management professional, and has been a licensed attorney for over 15 years.

Jon leverages his legal training, working in concert with the entire Three Bell Capital team to provide comprehensive wealth management services to the entrepreneurial community.

In particular, Jon helps private clients develop a plan for their wealth which includes asset management, estate planning, tax strategy, insurance coverage, and lending, and coordinates those efforts across clients' network of professional advisors.

Jon also works with the Three Bell corporate retirement plan division helping clients establish and manage 401(k), cash balance, and deferred comp plans, with a particular emphasis on venture, private equity, and professional services firms and high growth technology companies.

For clients seeking private company liquidity, Jon works as representative of a FINRA-registered broker dealer to facilitate private stock transactions.

CONTACT
Advisory Practice Details
Services Offered:
  • Tax planning
  • Business
  • Health
  • Life
  • Long-term care
  • Charitable planning
  • Estate planning
  • Employer retirement plans
  • Social security and retirement income
  • Alternative investments (e.g., hedge funds, private equity)
  • Indexing / passive investing
  • Investment management
  • Buying a home
  • College preparation
  • Retirement planning
  • Sudden wealth
  • Concentrated / highly appreciated positions
  • Stock options / restricted stock
Customer Specialties:
  • Approaching retirement
  • Mid-career professionals
  • Young professionals
  • Baby boomers
  • Gen X
  • Millennials
  • Business executives
  • Entrepreneurs
  • Small business owners
  • Technology professionals
Investment Strategy:

Please click here for the Three Bell Investment Platform Overview.  Three Bell leverages a seasoned investment committee to create customized investment portfolios for our clients.  

There are three things that really set our investment portfolios apart:

1.  We create laddered individual bond porfolios in house, which increases yield and control, while reducing redemption risk, fees, and taxes. 

2.  We make extensive use of alternative investments designed to provide true diversification by reducing correlation to traditional asset classes

3.  We complement bonds and alternatives with a combination of managed low cost ETF and index fund strategies 

Every portfolio is optimized for maximum tax effeciency across both taxable and non-taxable accounts.

Pricing Model:

Three Bell charges bills clients quarterly, in arrears, based on average daily balance, according to the following schedule:

$1M to $10M = 1% per year

$10M to $20M = 0.75% per year

$20M and Above = 0.50% per year

There are no long term contracts or committments and client assets are always held in neutral third party custodial accounts in their own names.

Planning Process:

Please click here for the Three Bell Process Overview.  After an introductory meeting, we implement a two step process:

Step 1 is a detailed Q&A called a Discovery Meeting, which helps us understand your personal situation and we can best help.

Step 2 is our Investment Plan Meeting, which is a comprehensive review of an action item checklist and proposed asset allocation.

Professional Designations and Affiliations
Company Name Location Dates Years
Three Bell Capital Los Altos, CA Nov 2011 - Current 6
Three Bridge Wealth Advisors LLC Menlo Park, CA Sep 2009 - Oct 2011 2
Smith Barney Menlo Park, CA Jan 2007 - Aug 2009 2
Apple, Inc. Cupertino, CA Apr 2002 - Dec 2006 4
Degree School Major Graduation Date
Juris Doctor Santa Clara University School of Law High Tech Law Jun 2001
Bachelor of Arts University of Washington Political Science Jun 1997
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Mar 2007
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Jon Porter
Phone Number: 650-843-9836
Registered State(s):
  • CA
  • TX
  • NY
  • WA
By the Numbers
  • Total Assets Under Management
    490
    MILLIONS
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $2,738,352
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX, WA

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BADGES
104
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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