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 9 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|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