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 9 years of experience in the finance industry.

Similar Advisors
William Martin, financial advisor Los Altos CA
William H. Martin
CRD# 1568084
Altos Investments, Inc.
Score
106
Similar Advisors
David Meyers, financial advisor Los Altos CA
David S. Meyers
CRD# 3202058
Meyers Wealth Management
Score
104
Similar Advisors
Jennifer Davis, financial advisor Los Altos CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
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
Phone Number: 650-843-9836
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    256
    MILLIONS
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $1,158,801
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

CA, NY, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.