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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jay Porter is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with LPL Financial LLC and has been with the firm since February 2010. Prior to joining LPL Financial LLC, Jeffrey was registered with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and VALIC Financial Advisors, Inc. Jeffrey has a wide range of experience in the financial services industry and is committed to providing his clients with personalized financial advice. Jeffrey is also registered to provide investment advice in 21 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
02/22/2010 - Present
LPL Financial LLC (PASADENA CA)
CA
06/01/2009 - 03/10/2010
MORGAN STANLEY SMITH BARNEY (PASADENA CA)
CA
01/12/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PASADENA CA)
CA
12/14/2001 - 01/18/2007
VALIC FINANCIAL ADVISORS, INC. (GLENDALE CA)
TX
12/14/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
SC
04/04/2000 - 12/14/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
07/29/1997 - 04/04/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
06/03/1997 - 04/04/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MN
03/24/1995 - 06/02/1997
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NE
03/09/1994 - 04/03/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
NJ
01/30/1993 - 10/25/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
09/11/1991 - 12/09/1992
BARABAN SECURITIES, INC. (LOS ANGELES CA)
NY
11/12/1992 - 12/07/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 06/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/28/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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